Bulk complete tasks

You can bulk complete tasks via the Your tasks list. You can use this option to bulk complete the Manual tasks or to mark certain tasks as Already done. Marking tasks as already done does not complete the task, it just marks them as already having been done. If you are looking to automatically complete tasks in bulk, you can assign them to the platform.

The tasks that can be marked as Already done in bulk using the Complete tasks option are:

  • Send email
  • Send text message
  • Send notification
  • Upload documents
  • Kick-off another job
  • Generate a Word document
  • Call a web URL
  • Electronic signing

Task types that cannot be completed using the Complete tasks option:

  • Checklist
  • Fill in a form
  • Yes/No
  • Set a field value
  • Cancel jobs
  • Add note
  1. From the Work menu, select Your tasks list.
  2. Select the tasks that you would like to bulk complete and go to More actions.
  3. Select Complete tasks.

The complete tasks option doesn't apply to all task types.

If expected documents are not listed in your view, the parent client record has been set to Private and you do not have access. If you believe this is a mistake, contact your IRIS Elements administrator. Users who have Administrator level permissions are able to view all public and private client records, even those where they are not named as assigned users.