Question

Bulk creating work

  • 28 March 2024
  • 3 replies
  • 30 views

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  • Rising Star
  • 9 replies

Hi,

I am trying out bulk creation of work for the first time. However, if I search for a particular contact, the checkbox to select them isn’t available. The only way I can select them is by navigating through the pages in alphabetical order. 

This is obviously a waste of time as we have 1000s contacts.

Has anyone found an easier way?

Thanks!


3 replies

Userlevel 7
Badge +15

Hi @Sam, great name

I think that’s the only way 😳 (unless you request a paid bulk work update from Karbon)

https://help.karbonhq.com/en/articles/8238754-create-work-in-bulk-for-your-clients

Userlevel 7
Badge +19

If you have anyone with RESTful API skills, bulk adding work through the API is pretty straight forward.

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Unfortunately we don’t have anyone with API skills. Best option for us is to just create the work items individually by the looks of it.

Thank you for your responses @SamG and @max 😊

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