How do I complete tasks in bulk?

In onboarding, you have the opportunity to do several tasks at once at various points, such as completing them.

Finish multiple tasks

You can complete several tasks together.

Except for tasks that require individual processing before completion. E.g. tasks with messaging, whose message text can be customised before completion or tasks that require a file upload.

Required rights: Finish tasks

Proceed as follows:

1. Open the page Onboardings. The page Dashboard is displayed.
2. Click on the tab Tasks.
3. If required, set filters so that only the tasks that are to be completed are displayed.
4. Click on the Select all button to select all displayed tasks. Alternatively, you can click on each box behind each task to be completed in turn.
5. Click on the button Finish Selected. The Tasks page is displayed with a list of all tasks that can and cannot be completed in this process.
6. If required, write a comment on the task completion.
7. Click on the button Complete Selected Tasks. The Tasks page is displayed with a list of all completed tasks.
8. Click Back to return to the Tasks tab at the page Dashboard.

Delete multiple tasks

You can delete several tasks collected if you realise that they are not necessary or no longer needed.

Required rights: Finish tasks

Delete multiple tasks of one onboarding

Proceed as follows:

1. Open the page Onboardings. The page Dashboard is displayed.
2. Click on the name of the onboardee for whom tasks are to be deleted. The Onboarding page with the open tab Tasks is displayed.
3. If required, set filters so that only the tasks that are to be completed are displayed.
4. Click on the button with the cogwheel symbol. A selection menu is displayed.
5. Click on the button Select all to select all displayed tasks. Alternatively, you can click on each box after each task you want to complete in turn.
6. Click on the button with the cogwheel symbol . A selection menu is displayed.
7. Click on the button Delete Selected. The page Tasks is displayed with an overview of the tasks to be solved.
8. Click on the button Delete Selected button.

Delete tasks from different onboardings

Proceed as follows:

1. Open the page Onboardings. The page Dashboard is displayed.
2. Click on the tab Tasks.
3. If required, set filters so that only the tasks that are to be completed are displayed.
4. Click on the button Select all to select all displayed tasks. Alternatively, you can click on each box behind each task to be completed in turn.
5. Click on the button with the cogwheel symbol . A selection menu is displayed.
6. Click on the button Delete Selected. The page Tasks is displayed with an overview of the tasks intended for learning.
7. Click on the button Delete Selected.