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Bulk Actions: Update Phases and Responsibilities

Keep your client records accurate, organised, and up to date in Engager

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)

Reassigning phase responsibilities

  1. Go to Clients and use the checkbox next to each client to select multiple records. The header checkbox selects them all.
  2. Select bulk actions in the toolbar above the client list, then select Edit client or service data. This opens Bulk editing.
    Clients list toolbar with the bulk actions menu open and Edit client or service data highlighted as step 2
  3. Set Choose entity type: to Service, choose the relevant service in Service to edit:, and set Form field: to Phase responsibility. If the selected service isn't enabled for a client, the edit won't be made for that client.
  4. Under Phases & new values:, choose the phase and the new team member. You can update multiple phases at once: select + add phase for each extra phase.
    Bulk editing window with entity type Service, service MTD IT Quarterly Filing and form field Phase responsibility highlighted as step 3, and a phase with a new staff member highlighted as step 4
  5. Select Submit. The new responsibilities will be saved, and the assigned team member will receive a notification.

Marking multiple phases as complete

  1. From the Clients screen, select the relevant clients. Tip: use filters (e.g. Enabled Clients > Payroll) to quickly select large groups.
  2. Select bulk actions, then Edit client or service data.
  3. Set Choose entity type: to Service, choose the service in Service to edit:, and set Form field: to Phase complete date. Under Phases & new values:, choose the phase and enter the completion date.
    Bulk editing window with form field Phase complete date highlighted as step 3 and a phase with a completion date of 07/10/2026 highlighted
  4. Select Submit to apply changes.

Summary

Bulk Actions help you:

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