Key information can be updated at once when you use the Bulk Actions feature across the application. The Bulk Actions drop-down menu is on the top-right of the navigation page.
The following Bulk Actions are available, but change depending on which screen you are currently on:
- Task Status
- Assign To Lawyer
- Matter Lawyer
- Mark as To Do
- Mark as in Progress
- Mark as Done
- Export All
- Invoice Status
To apply the Bulk Actions:
- Select multiple rows or filter conditions by holding Ctrl or Shift.
- Select the Bulk Actions menu.
Any available bulk actions will be displayed.