Add Multiple Tasks

The 'Add Multiple Tasks' button allows quick access to simultaneously add (assign) multiple new tasks to a staff member right from any screen in SmartAdvocate®.

Using the Add Multiple Tasks Icon

1. Click the 'Add Multiple Task' button.

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1.  The Add Multiple Tasks panel will open.

2. The Multiple Tasks available are based on task groups. See Task Groups for additional information on creating task groups. Note that task groups require Task Templates.

Adding Multiple Tasks

Multiple tasks can be added to a case using The Add Multiple Tasks panel.

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