Tasks help you track key steps and stay on top of transaction progress. You can add task lists, create one-off tasks, remove tasks, or update multiple tasks at once all from within a transaction.
Topics in this article:
Assigning a Task List to a Transaction
If you haven’t set up an automatic trigger for a Task List, or if you need to assign one before a trigger occurs, you can manually add a Task List to a transaction at any time. Follow the steps below to add a Task List manually.
Navigate to the Transaction Page and click on a transaction to open it.
In the top transaction toolbar, click Tasks.
On the right side of the screen, click the Add Task Lists button.
In the pop-up, select the Task List (or Lists) you want to assign to the transaction.
Click the Add Selected Lists button.
The Task List and all associated tasks are now added to the transaction.
Removing a Task List from a Transaction
Task Lists that are not relevant to a transaction can be removed at any time. Removing a Task List from a transaction will not delete it in Admin > Tasks.
If you wish to remove a Task List that's been added to a transaction, follow the steps below.
Navigate to the Transaction Page and click on a transaction to open it.
In the top transaction toolbar, click Tasks.
On the left side of the screen, select the Task List from the List scope.
Click the trash icon to remove the Task List from the transaction.
Adding a One-Off Task to a Transaction
Users can add individual, one-off Tasks directly to a transaction’s Task List. These tasks are transaction-specific and are not added to the master task list found under Admin > Tasks.
Follow the steps below to add a one-off Task to a transaction:
Navigate to the Transaction Page and click on a transaction to open it.
In the top transaction toolbar, click Tasks.
On the right side of the screen, click the Add Task button.
Complete the task details, then click Create
to add a single task, or Create & Add Another 
to add the task and immediately begin creating another.
Removing a Task from a Transaction
Tasks that are not relevant to a transaction can be removed at any time. Removing a Task from a transaction does not delete it from the master task list under Admin > Tasks.
If you wish to remove a Task that's been added to a transaction, follow the steps below.
Navigate to the Transaction Page and click on a transaction to open it.
In the top transaction toolbar, click Tasks.
On the right side of the Task, click the X icon
to remove the Task from the transaction.
Bulk Editing Tasks within a Transaction
Bulk editing Tasks within a transaction allows for faster, more efficient task management. The following can be updated in bulk:
Assigned To: Update the user assigned to the selected tasks
Due Date: Update the due date for the selected tasks
Task Status: Update the current status of the selected tasks
To make bulk edits to your transaction's Tasks, follow the steps below.
Navigate to the Transaction Page and click on a transaction to open it.
In the top transaction toolbar, click Tasks.
Check the box to the left of each Task you'd like to bulk edit.
Click the Bulk Edit button.
Make your selections, then click Change # Tasks
to apply the updates.
