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Bulk Edit Tasks in Agentforce Operations
Update assignees, CC recipients, or due dates on multiple tasks at a time from the Tasks page or from a user's profile in Agentforce Operations.
Required Editions
| License Required |
|---|
This feature is a workspace that’s external to your Salesforce org and requires an Agentforce Operations license. To purchase an Agentforce Operations license, contact your Salesforce account executive. |
You can bulk edit tasks from two places. From the Tasks page, you can edit tasks assigned to you, tasks you assigned to others, or tasks you're CC'd on. From a user's profile in People & Teams, you can edit that specific user's tasks. For example, reassign tasks after you deactivate a user or the user changes roles.
Both paths support adding or removing specific assignees and CC recipients, and setting a new due date across multiple tasks at the same time.
Bulk Edit Tasks from the Tasks Page
Select and update multiple tasks at a time from the Tasks page in Agentforce Operations.
- In the navigation sidebar, click Tasks.
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Select the view that contains the tasks you want to edit.
- Assigned to me: Tasks assigned to you, including tasks assigned to a team that you're a member of.
- Assigned directly to me: Tasks assigned specifically to your username, and not through a team.
- Assigned by me: Tasks you assigned to others.
- CC'd tasks: Tasks you're CC'd on.
- All assigned tasks: All tasks assigned to you, that you're CC'd on, or that you assigned to another user.
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Select the checkboxes next to the tasks that you want to edit.
To select all visible tasks, select the checkbox in the column header.
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In the action bar that appears, select an action.
- Assigned to: Add or remove specific assignees on the selected tasks.
- Cc: Add or remove specific CC recipients on the selected tasks.
- Due date: Set a new due date for the selected tasks.
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Make your changes and click Save.
Agentforce Operations updates the tasks immediately.
Bulk Edit Tasks from a User's Profile
Select and update multiple tasks assigned to a specific user from their profile in People & Teams in Agentforce Operations.
Use this option when you want to reassign or update tasks for a specific person, such as when you deactivate a user or a user changes roles.
- In the navigation sidebar, click People & Teams and then click People.
- Click the user's name to open their profile.
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Click the Tasks tab.
All tasks currently assigned to that user show on the page.
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Select the checkboxes next to the tasks that you want to edit.
To select all visible tasks, select the checkbox in the column header.
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In the action bar that appears, select an action.
- Assigned to: Add or remove specific assignees on the selected tasks.
- Cc: Add or remove specific CC recipients on the selected tasks.
- Due date: Set a new due date for the selected tasks.
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Make your changes and click Save.
Agentforce Operations updates the tasks immediately.
