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How do I assign a client to multiple tasks in Zoho Practice?
To assign a client to multiple tasks:
- Go to Tasks on the left sidebar.
- Select the tasks you want to associate with a client.
- Click Bulk Update at the top of the page.
- In the Bulk Update Tasks pop-up, select Related Contact in the first dropdown, and select the required client in the second dropdown.
- Click Update.
The tasks will be associated with the respective client.