Manage data at scale by bulk creating tasks or importing them from template entities from the Reports section. This functionality is ideal for high-volume workflows like annual compliance, post-incorporation processes, or jurisdictional updates.
Overview
Managing tasks across hundreds of entities individually is time-consuming. By utilizing Bulk Functionality within a Custom Report, you can apply a standardized task or a complex task template to multiple entities at once. This ensures data integrity and consistency across your entire database while significantly reducing manual entry.
Availability: Customer on the Professional and Enterprise plans.
Bulk Create Tasks
Use this method when you need to assign a single, specific task (such as a 2026 Compliance filing) to a group of selected entities.
Navigate to Reports and open or create a new Report
Click the blue Apply Filter button to produce results
Proceed to select the checkboxes next to the entities you wish to update to specify where the task will be created
Click the Actions (#) button and select + Create Tasks
In the Bulk Create Tasks modal, enter the Task Name, Type, Due Date, and Priority
Review the Assignee (defaults to the creator) and click Create task to finalize
Note: The new task appears immediately in each entity’s Tasks section. Properties like priority and due date are applied consistently across all selected records.
Bulk Import Tasks from a Template
This method allows you to pull pre-configured tasks, complete with descriptions, tags, assignees, and custom statuses- from a designated "Template Entity."
Learn more about how to create a Template Entity in the Entity Templates article.
Follow steps 1-3 from the Bulk Create Tasks section above to select your target entities in a Custom Report
Click the Actions (#) button and select + Add Tasks from Template Entity
In the Import Tasks modal, search for and select your Template Entity from the dropdown, and click Add
Select the specific Task(s) you want to import from the list
Click Add Tasks to finalize
Note: Imported tasks retain all configurations from the template, including Tags, Descriptions, and Custom Statuses. This allows you to update workflows in one place (the template) and deploy them at scale.
Surface Task Columns in Reports
To track the progress of your bulk-created tasks directly within the report view, you can customize your columns.
In your Report, click the Edit Columns button
In the Entity section, search for Task columns using the top search bar
Select fields such as Task Name, Task Priority, and Task Status
Click Apply to see the newly created tasks in your report table