How to mass re-assign tasks in Practice Management

To reassign tasks in bulk, follow the steps below:

1. Log into Practice Management (PM).
2. Open the worklog manager.
3. Select the appropriate user and select in progress and not started for the status. Click Find.
4. From the list that displays, select the check box in the task list header which will select all of the tasks.
5. Right-click and select open on any task in the list.
6. Any field that you want to use, you will need to fill in and check the box above the box used. (normally the status and assigned to) All boxes do not need to be filled in.
7. Click OK and it will prompt you that x number of tasks are to be updated. If all is correct, answer YES.
8. All tasks will then be reassigned to the new user.