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To assign a task to many contacts, select them in a contacts list, open the menu next to Assign Tag, and choose Assign task queue / temporary list. Jobin creates one task per contact.

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What this gets you

  • A call list or follow-up list for a whole segment, in one step.
  • Each task is personalized, for example with the contact’s first name.
  • A temporary queue that disappears once every task in it is done.

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Steps

  1. Open Candidates, Client Contacts, or All contacts, and select the contacts. You can select up to 1,000 at a time.
  2. Open the menu next to Assign Tag and choose Assign task queue / temporary list.
  3. Enter the task title and description. Use smart fields such as {{firstName}} to personalize each task.
  4. Choose the assignee, and a new temporary queue or an existing queue.
  5. Submit. Task creation runs in the background; follow its progress in Operations.
  6. Open Tasks, pick the queue, and choose Start working to go through the contacts one by one.

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Ideas to get more from it

  • Leave the queue as a new temporary list: it is named after the time you created it, and it is deleted automatically once no task in it is pending.
  • If your connection drops while submitting, reopen the dialog and choose Confirm request instead of starting a second batch.