Create a task activity for multiple records

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Posted on by Teddibear

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I would like to create a task for multiple accounts. I tried a quick campaign but task isn't an activity listed. If I select multiple accounts the task is not enabled.

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Teddibear 415 on at

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RE: Create a task activity for multiple records

I don't see tasks under the Campaign either
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Inam 215 on at

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RE: Create a task activity for multiple records

Hi hockylady

You can add multiple accounts in marketing list then create a task and set regarding field to the marketing list you created,

This will give you only one task for multiple accounts.
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razdynamics 17,304 User Group Leader on at

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RE: Create a task activity for multiple records

Hi HockeyLady

You can bulk create Tasks with a Campaign, but not with a 'Quick Campaign'

Kindly tick 'Yes' to Verify :)

Best Wishes, Raz
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Aiden Kaskela 19,692 on at

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RE: Create a task activity for multiple records

Hi,

You can't do it that way, but there there is a pretty easy work around.

Create a new On Demand workflow that runs on account. The workflow will create a task with whatever details you want. Now you need to get a list of the accounts, either in a view or through the advanced find. Select the accounts you want (or all) and then you can run that workflow for all of them at once. This will give you a task for each account.

Hope this helps! I'd appreciate if you'd mark this as Answering your question.

Thanks,

Aiden