new
Assign personalized follow-up tasks/reminders to multiple Contacts at once
What changed
Create follow-up tasks/reminders for multiple CRM Contacts in one bulk operation. Recruiters can set shared task details, personalize task content using Contact smart fields, assign responsibilities, and organize tasks into queues without creating them individually.
Capabilities in this update
- Create tasks from the Contacts bulk action bar
- Assign task responsibilities and due dates
- Personalize task titles and descriptions using supported smart fields
- Add generated tasks to existing or new task queues
- Reuse task creation controls across manual and automated workflows
- Review batch submission results and retry eligible failures
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