Creating and managing tasks for leads, contacts, and deals

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2 Comments

  • Martyn Evans

    is there a way to bulk upload tasks to a number of contacts, or set a recurring task - perhaps weekly or monthly for example?

    1
  • Katie Dougherty
    Zendesk Community Team

    Hi Martyn Evans,

    Thank you for reaching out!

    I'm afraid you cannot bulk update tasks or set a recurring task from within your account. I will make sure our Product Team reviews your above post to see if we can add this functionality to all Sell accounts! 

    Please note that (depending on your plan level) you can use our Automated Actions feature to automatically create tasks and you can use third party applications like Zapier to create triggers/actions to automate setting tasks. 

    Additionally, you can reach out to our team to discuss assisted implementation options to assist with task updates or reference our API documentation (specifically our supported Task attributes) if you are familiar with updating through the API

    Feel free to reach out with additional questions! 

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