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CA Cloud Desk

Bulk Actions in Tasks

Perform actions on multiple tasks at once — update status, reassign, change priority, modify consultant or followers, or delete tasks. Select tasks in Table View, use the Edit option, and apply changes to all selected tasks in one step.

Path

Left Panel → Task → Table View → Select Tasks → Edit → Save
What you can do in bulk

Update Status, Reviewer, Assignee, Due Date, Priority, Consultant, or Followers across multiple tasks at once. You can also delete selected tasks using the bulk Edit window.

Getting Started

Log in to CA Cloud Desk and open the Task module in Table View before selecting tasks for bulk actions.

Step 1

  • Log in to CA Cloud Desk
  • From the left navigation menu, select Task
  • Click on Tasks

Step 2

  • Open the Task Dashboard
  • Select the Table View option from the view controls
  • Use Table View to select and manage multiple tasks
Step 1: Select Task from the left panel

From the CA Cloud Desk left navigation menu, select Task to begin the process.

Dashboard with Task highlighted in the left navigation panel
Dashboard — select Task from the left panel (Step 1).
Step 2: Click on Table View

Select the Table View option from the Task Dashboard view controls.

Task Dashboard with Table View icon highlighted
Task Dashboard — select Table View (Step 2).

Step 3 — Select Tasks & Click Edit

You can edit tasks in bulk using the Edit option. Select multiple tasks using the checkboxes, then click the Edit icon.

Bulk selection steps

  • Select multiple tasks using the checkboxes in Table View
  • Click the Edit icon in the toolbar
  • Enter your CA Cloud Desk Partnerdesk password when prompted
Select multiple tasks and click Edit
Task table with checkboxes selected and Edit icon highlighted
Table View — select tasks and click the Edit icon (Step 3).

Step 4 — Enter Your Password

Enter your password of CA Cloud Desk Partnerdesk and click Confirm to proceed with bulk editing.

Security confirmation

Bulk actions require password verification to protect task data. Enter your Partnerdesk password in the dialog and click Confirm to open the bulk Edit window.

Enter password and click Confirm
Enter Password dialog with Confirm button on Table View
Enter your password and click Confirm (Step 4).

Step 5 — Perform Bulk Task Updates

To update multiple tasks at once, select the required tasks using the checkboxes and click the Edit icon. In the Edit window, choose the fields you want to modify, enter the updated values, and click Save.

Click a field below to see what you can update in bulk:

Status

Change task status

Reviewer

Assign reviewer

Assignee

Reassign tasks

Due Date

Update deadlines

Priority

Set priority level

Consultant

Change consultant

Followers

Add or update followers

Delete Task

Remove selected tasks

Status

Check the Status field in the Edit window and choose the new status. The update applies to all selected tasks when you click Save.

Editable fields in bulk

  • Status — Open, Processing, Completed, Under Review, and more
  • Reviewer — Assign or change the task reviewer
  • Assignee — Reassign tasks to team members
  • Due Date — Update deadlines for all selected tasks
  • Priority — Set priority level across tasks
  • Review Required — Enable or disable review requirement
  • Consultant — Change the consultant on tasks
  • Followers — Add or update task followers
  • Delete Task — Remove selected tasks (use with caution)
Update fields and click Save
Bulk Edit window with Status, Reviewer, Assignees, and Save button
Bulk Edit window — choose fields, enter values, and click Save (Step 5).
Result

The selected changes will be applied to all chosen tasks simultaneously, reducing manual effort and ensuring consistency across tasks.

Bulk Actions Guide PDF

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