Perform a batch action on several cases at once
You can perform a batch action on several cases at once from the Search screen.
You can take the following actions:
- Export to CSV
- Close case
- Reopen case
- Change priority
- Assign case
- Add tag
- Merge cases
- Change stage
- Navigate to the Search screen.
- Select the timeframe of the relevant cases.
- Select the cases using the required filter.
- Tick the checkboxes of the applicable filters, then click Apply.
- In the results list, select the cases that you want to perform a batch action on.
- Select an action from the drop-down list.