Bulk update tasks

About this task

You can select multiple tasks to resolve or reassign to another user.

Procedure

  1. In the Tasks panel on the Home page, click the Settings icon () and then select Bulk Update.
    The Tasks panel displays a check box next to each task and Reassign and Resolve buttons at the top of the panel.
  2. Select the tasks you want to reassign or resolve. (You must take each action separately.)
  3. Do one of the following:
    • To reassign the tasks to another user, click Reassign and then select a user from the list in the Reassign Tasks window, and click Reassign.
    • To resolve the tasks, click Resolve and then type a resolution note in the Resolve Tasks window, and click Resolve.
    If you have selected more than the maximum number of tasks that Underwriting Management is configured to update at one time, Underwriting Management displays a message to let you know that you have selected more than the maximum and processes the tasks in batches.

Results

The tasks are resolved or reassigned and no longer display in your My Tasks list.