Select Contacts
Tip: use Advanced Filters or filter by Tags to quickly locate Contacts to select.
1. ✅ Select the Contacts you wish to create Projects for.
2. Click Actions.
3. Click ➕ Bulk Create Projects.
Creating the Projects
Under Step 2: Select Project Name, enter the name of the Project. This will apply for each project created. Check Prefix Project Name with "Full Name - " to add the Contact's name before the Project name.
Under Step 3: Select Tasks, add tasks that will apply to all Projects being created in bulk.
Under Step 4: Add Tags (not shown), enter comma-separated tags that will apply to every Project created with this bulk action.
Once this is finished, click Create Draft Projects and return to the Active Projects page to view them.
