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Select Case Browse.
Enter the appropriate search information.
Select the cases to Mass Update.
The Mass Update button will become active.
Select Add/Remove Tags from the dropdown menu.
Select the tag(s) to add or remove from the dropdown menu.
Select from the Add Tag(s) or Remove Tag(s) radio buttons.
Select OK to add or remove the tag(s).
Otherwise, select CANCEL to return to the previous screen.
Confirm that the tags were added/removed by selecting a case in the list.
Add Task
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Select Case Browse.
Enter the appropriate search information.
Select the cases to Mass Update.
The Mass Update button will become active.
Select Add Task from the dropdown menu.
Select from the Task Template (Optional) or
The Task section below will be filled in according to the Template selected.
Enter the Task manually.
Select the Type from the dropdown menu.
Select the Priority from the dropdown menu.
Select the Status from the dropdown menu.
Enter the Subject.
Enter the Time Spent.
Select the Start Date.
Select the Due Date.
Enter the number of Days from start date.
Enter a Description.
Select the Task Requestor from the dropdown menu.
If applicable, place a checkmark in the Send Email checkbox.
Select the Assigned To from the dropdown menu.
If applicable, place a checkmark in the Send Email checkbox.
Select the CC To from the dropdown menu.
Select SAVE to add the task.
Otherwise, select CANCEL to return to the previous screen.
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