Help Center

Bulk Task Actions, Moving, and Copying Tasks

When you need to update, reorganize, or duplicate tasks, LeadCenter gives you tools to work faster. You can take action on one task at a time or select multiple tasks and update them together.

Select Tasks for Bulk Actions

Use the checkbox on each task row to select individual tasks. To select all visible tasks on the page, use the checkbox in the table header.

Once tasks are selected, a bulk actions bar appears at the top of the table showing how many tasks are selected and which actions are available.

Available Bulk Actions

Delete Confirmation

If you choose Delete in bulk, LeadCenter shows a confirmation warning that the action is irreversible. You must confirm before the selected tasks are deleted.

Important: Deleting tasks cannot be undone.

Move a Task to a Different List

Moving a task changes only which task list it belongs to. Other fields, such as owner, status, and priority, stay the same.

Move one task

1. Click the three-dot menu on the task row.
2. Select Move to list.
3. Choose the destination task list.

Move multiple tasks

1. Select the tasks using the checkboxes.
2. Click Move to list in the bulk actions bar.
3. Select the destination task list.

Copy a Task

If you need a similar task with only a few changes, you can duplicate the task instead of creating it again from scratch.

1. Click the three-dot menu on the task row.
2. Select Duplicate.
3. Confirm the copy action.

The copied task includes the main details from the original task, such as title, notes, priority, and status. After copying, you can edit the new task independently.

Tip: After duplicating a task, review the copy right away and update any details that should be different from the original.

Best Practices

• Use filters first to narrow the list before applying bulk actions.
• Use Change owner in bulk when reassigning tasks from one team member to another.
• Prefer Cancel instead of Delete when you want to keep a record of tasks that are no longer needed.
• Double-check your selected tasks before using bulk delete.
• Use Move to list to organize tasks that are still sitting in the Inbox.

Frequently Asked Questions

Is there a limit to how many tasks I can select for bulk actions?

You can select all visible tasks on the current page. If you need to update more tasks, repeat the process page by page.

Can I undo a bulk action?

Some status changes can be reversed by selecting the tasks again and choosing a different status. However, Delete is permanent and cannot be undone.

Will assignees be notified of bulk changes?

Notifications follow the same rules as individual task changes. For example, if you change the owner, the new owner may receive a notification.

Does duplicating a task copy its documents and comments?

The duplicate copies the main task details, such as title, notes, priority, and status. Attached documents and comments may not be copied, so review the new task and re-attach anything you still need.

Need help? Contact support@leadcenter.ai.