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Create work in bulk for your clients
Create work in bulk for your clients

Create work in bulk for multiple clients from a single work template.

Justin Rolli avatar
Written by Justin Rolli
Updated over a week ago

Please note - Bulk work creation is being released to Karbon accounts in phases, and will be available to all customers within one-two weeks.

Work items can be created for multiple contacts from a single work template.

Admin users can choose to create work for multiple contacts, either as a one-off work item or repeat work on a schedule, simplifying the process for you.

Step 1 - Choose the contacts for Bulk Work:

In contacts, multi-select the required contacts and click Add Work. You can select the general settings for the work that will apply to all the clients. You have the option to customize this further in the next step.

Step 2 - Customize your Bulk Work

The Work Instances will be populated with the work settings previously chosen and can be further customized before they are created.

You can now bulk-select some of the work items for further editing information to suit the different needs of your workflow, such as the work naming convention, assignees, roles, and automatic Client Request recipients on individual contacts.

Step 3 - Click Create Work

Once you have customized the work instances, proceed to click the Create Work button and your work instances will be created and assigned out.

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