Blog/ Product & Company

New in Wealthbox: Bulk Updating Due Dates

December 19, 2023

Team Wealthbox is delighted to announce the release of one of our most-requested features. Starting today, Wealthbox users can now make bulk updates to due dates for tasks and workflow steps. Read on!

Today’s release enables financial advisors and their teams to change due dates for multiple tasks and workflow steps at the same time. This is useful, for example, if someone is unexpectedly out of the office and needs to reassign all of that day’s to-dos to a later date, or if priorities shift and due dates need to be updated accordingly. (It’s also useful if you procrastinate.😉)

How it works

To adjust due dates for several to-dos at once, simply navigate to the Tasks component within Wealthbox. At the top of the screen, you can select if you want to view Tasks, Workflow Steps, or Tasks and Workflow Steps. You can also filter by assignee or category to narrow down the list.

Filtering by Tasks and Workflow steps in the Wealthbox CRM Tasks screen.

Click-Drag-Highlight: Once you find the to-dos that you want to reschedule, you can click and drag to highlight the selection of multiple to-dos. You can also use modifier keys, like CTRL (on Windows) or Command (on MacOS), to select more to-dos beyond your initial selection.

Selecting multiple overdue tasks in Wealthbox.

While the to-dos are highlighted, you’ll see a bulk action toolbar at the bottom of your screen that shows how many to-dos are selected. Click the calendar icon inside the toolbar to select a new due date for the selected tasks and workflow steps.

Bulk updating due dates for overdue tasks in Wealthbox.

For more information, check out this video “How to Bulk Update Due Dates” from our How-To video series.

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