Bulk Actions: Update Phases and Responsibilities

Bulk Actions allow you to update multiple clients or services at once—saving time and reducing manual work.

With this feature, you can:

• Assign or reassign staff to multiple phases in one go
• Mark multiple phases as complete with a chosen completion date

When should I use this?

Bulk Actions are especially useful when:

• A team member is leaving or changing roles
• You need to reassign work across multiple clients
• You’ve recently imported clients and need to update workflows
• You regularly complete recurring work (e.g. payroll or bookkeeping)

How to use Bulk Actions

1. Select your clients

• Go to the Clients screen
• Use the checkbox next to each client to select multiple records

2. Open Bulk Actions

• Click Bulk Actions in the top bar
• Select Edit Client or Service Data

Reassigning Phase Responsibilities

3. Choose the correct settings

• Set Entity Type to Service
• Locate the relevant service
• Select the Phase Responsibility fields you want to update

4. Update team members

• Select the new team member(s) for each phase
• You can update multiple phases at once

5. Submit changes

• Click Submit

✅ The new responsibilities will be saved
🔔 The assigned team member will receive a notification

Marking Multiple Phases as Complete

1. Select your clients

• From the Clients screen, select the relevant clients

💡 Tip: Use filters (e.g. Enabled Clients → Payroll) to quickly select large groups

2. Open Bulk Actions

• Click Bulk Actions
• Select Edit Client or Service Data

3. Update completion data

• Set Entity Type to Service
• Select Form Field → Phase Complete Data
• Enter the completion date

4. Submit

• Click Submit to apply changes

Summary

Bulk Actions help you:

• Save time on repetitive updates
• Reduce errors from manual changes
• Manage team changes more efficiently