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How can I mark multiple instances of a recurring task as complete?

Q: How can I mark multiple instances of a recurring task as complete?

A: If a recurring task has accumulated multiple overdue instances on the dashboard, you can mark all of them as complete in a single action using Complete All Tasks to Date. To complete multiple instances of a recurring task at once, follow these directions:

  1. Navigate to Staff > Tasks > Dashboard.

  2. Locate the recurring task with multiple instances.

  3. Click the actions dropdown for the task.

  4. Click Complete All Tasks to Date (as shown below).
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All past occurrences of that task will be marked as complete and the next occurrence will be automatically scheduled for the first valid date in the future (as shown below).

Notes:

  • Complete All Tasks to Date is only available for recurring tasks that have more than one occurrence on the dashboard.

  • A single completion notification will be issued for the entire batch to avoid multiple notifications for the same task.

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