Assign a Group Task

If you need to assign the same task to multiple contacts at once—such as following up with new leads, reminding clients about renewals, or scheduling introductory calls—BigContacts' “Group Task” feature makes it easy. You can assign a task to up to 100 contacts in a single action.

This feature saves time and helps your team stay consistent with outreach.

How to Assign a Group Task

1. Go to the Reports Tab

Start by clicking the “Reports” tab in your BigContacts account.

2. Build a Targeted List Using Field Filters

You’ll use this area to search and filter contacts based on your criteria.

• Personal Fields: Begin with fields like First Name, City, or Contact Type.
  Check the box next to each field you want to filter by.

• Other Field Types: Use the tabs for Office Fields, Spouse Fields, Family Fields, Contact Groups, and Custom Fields as needed. You can mix filters across different sections.

3. Set Filtering Conditions

For each field, you include:

• Filtering Condition: Choose how you want to filter the data.

  • Contains – Searches for contacts where the field includes your value (most common).

  • Is – Exact match only.

  • Is Blank – Finds contacts with no data in the field.

  • Does Not Contain – Excludes contacts with the specified value.

• Value to Match: Enter or select the value you’re filtering by.
  Depending on the field type, this could be a text box, dropdown, date picker, or radio button.

4. Run the Report

Once you’ve set all your filters, click the “View Contacts” button to generate your list.

5. Create the Group Task

Once your list is displayed:

1. Click “Create Group Task.”

2. Select the Task Name and configure details like:

• Task Description
• Due Date
• Priority
• Optional Task Notifications

3. Click “Save.”
The task will now be added to all the contact records in your filtered list.

Please contact our support team if you encounter any issues or questions.