NB - This is for Scheme Administrators and Activity Administrators only.


This feature allows you to schedule a task for a group of invididuals. For example, you could raise a task that results in a client being set to Not Participating or Left Early if they do not respond to a final communication.


In list of referrals

  1. Apply the relevant filters. Click Search
  2. Select the individuals that you wish to add the task for by ticking the box beside their name. 
  3. Scroll to the bottom of the results and tick batch actions
  4. Select the task that you wish to add.
  5. Click Raise task.
  6.  All of those individuals in the list will have that task assigned.


Please note that if you tick All in List Referrals (the box to the left at the top of the list of referrals) it only selects the first 50 that are displayed. To select all of the referrals you need to expand the list by ticking Show all.