InsuredMine CRM | Optimize and Grow Your Insurance Agency

Bulk Assign and Re-assign Agents in the Tasklist

Release Date: March 1, 2025​

Now, you can bulk assign tasks to multiple agents or reassign them as needed. This new enhancement simplifies task management by allowing you to bulk assign or reassign tasks to multiple agents, saving time and ensuring accurate task distribution.

Use Case: This Ability is perfect for agencies handling a large number of tasks. Whether you need to distribute work among agents or reassign tasks due to staff changes, this feature helps you do it efficiently.

To View the Enhancement:
  • Navigate to the Tasklist module.
  • Select a Task or Multiple Tasks in bulk.
  • Next, click on the newly added ‘Add Assignee’ option.
  • Click on the newly added ‘Add Assignee’ option.
  • A minimized panel will appear to add an assignee.
  • Next, choose a single assignee or multiple assignees for the task.
  • Optionally, remove the prior assignee.
  • Click Update to save the changes.
  • Once updated, the assignee will be changed for the selected task or multiple tasks.
  • If you navigate within the task, you will see an update indicating that the task assignee has been changed.

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