For AI agents: the complete documentation index is available at https://docs.clickmax.io/en/llms.txt, the full documentation bundle is available at https://docs.clickmax.io/en/llms-full.txt, and this page is available as Markdown at https://docs.clickmax.io/en/features/contacts/bulk-activity-outcome.md.
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      • How do I complete or cancel several activities at once?

      Under Contacts & Commercial → Activities, List view: tick the checkbox on the activities under Ongoing and use the bar that appears at the bottom. Meetings and tasks can be closed in the same selection.

      Before you start

      • Role: you can only select what you already see in the list. Anyone operating the CRM sees their own activities; Owner, Admin and Editor see the team's.
      • Selection exists only in the List view. The Calendar view has no bulk action.

      Select the activities

      1. Open Activities. The List tab opens first.
      2. Apply the filter or search that isolates what you want to close — for example Overdue, or one attendant under Filters.
      3. Tick the checkbox on each row under Ongoing. The checkbox next to the section title ticks every activity already loaded.
      4. The action bar appears at the bottom with the selected count. The X next to the count clears the selection.

      Only the Ongoing section has checkboxes. Done has none: what already reached an outcome is not closed again.

      The selection only reaches the activities loaded on screen. To close more than the first block, click Load more before ticking. Changing a filter or the search clears the selection, because the list underneath it changed.

      Mark as done

      1. With the activities selected, click Meeting happened (or Complete tasks, depending on what you selected).
      2. The confirmation lists what will happen to each type. Click Confirm.

      The result per type:

      TypeWhat happens
      Meeting (appointment)Becomes Completed and leaves the pending queue
      TaskIs closed with a positive outcome (Resolved)

      Cancel

      1. With the activities selected, click Cancel meeting (or Cancel tasks).
      2. Write the Reason. It is required and applies to every activity in the selection.
      3. Click Cancel activities.

      The result per type:

      TypeWhat happens
      Meeting (appointment)Is cancelled, and attendees get the cancellation notice with the reason
      TaskIs closed as Unresolved, with the reason recorded

      When the selection mixes meetings and tasks

      The action does not mean the same thing for both types, so the confirmation opens with a warning stating how many meetings and how many tasks are selected, followed by one line per type explaining the effect. If that is not what you want, click Back and split the selection into two rounds.

      The button label follows the selection too: meetings only reads Meeting happened; tasks only, Complete tasks; mixed, Mark as done.

      If it did not work

      • The bar does not appear → no row is ticked, or you ticked under Done, which is not selectable. Tick under Ongoing.
      • The message says some failed → the ones that worked are already closed; the ones that failed are still ongoing. The usual cause is an activity leaving your reach (another attendant took it over) or someone else closing it while you were selecting. Reload the list and retry only the remaining ones.
      • I selected everything and activities were left over → the header checkbox ticks what is loaded, not the section total. Click Load more and tick again.