Easily bulk assign/reassign multiple XBerts or Tasks to your team members so they can be actioned.
When you’ve added your team members, you can start assigning XBerts and Tasks to them. To assign multiple XBerts or Tasks, you can filter your Work board to show just XBerts or Tasks.
1. Select whether you'd like to sort your Work board to XBerts/Tasks only and choose which date range the XBerts/Tasks you'd like to assign/reassign are in by using the Date Range Selector.
I.e the image below shows XBerts in the reporting period of June.
2. Select the Actions button on the work list or work board, then select bulk actions.
3. The bulk action confirmation page will pop up on your screen. Select which work items you'd like to make changes to.
4. Click on Continue.
5. Select the bulk action you'd like to do. In this case, Update Assigned User.
6. Click Continue again.
7. Select the new user from the options.
8. Then click Update Notifications.
The chosen XBerts will now be assigned to the chosen user.