--- title: How to Add Tasks in Bulk description: Learn how to build a custom call or text list using the AppFueled Bulk List Builder. Follow simple steps to filter customers, create tasks, and generate outreach lists for slow days or targeted campaigns. --- [Skip to content](https://appfueled.com/help/add-tasks-in-bulk#main-content) [More support](https://appfueled.com/help/kb-tickets/new?hsLang=en-us) ![AppFueled](https://appfueled.com/hs-fs/hubfs/appfueled-logo.png?width=250&height=100&name=appfueled-logo.png) Open main navigation Close main navigation - [More support](https://appfueled.com/help/kb-tickets/new) - [Submit Ticket](https://appfueled.com/support) [Submit Ticket](https://appfueled.com/support?hsLang=en-us) How can we help you? - There are no suggestions because the search field is empty. 1. [Help Center](https://appfueled.com/help?hsLang=en-us) 2. [Call Center](https://appfueled.com/help/call-center?hsLang=en-us) 3. [Admin](https://appfueled.com/help/call-center?hsLang=en-us#admin) # How to Add Tasks in Bulk ## If you're looking for a fast way to drum up business on a slow day, you can generate a bulk call list directly inside AppFueled. This allows you to instantly create 20–30+ follow-up tasks for your team—rather than relying only on the automated daily drips.  #### ***Watch this 👀\*\*step-by-step guide\*\* *** #### (Video Coming Soon) \--- MUST HAVE ADMIN PANEL ACCESS TO PROCEED   #### **🧭 Step 1: Navigate to the Bulk List Builder** 1. Log in to the **Admin Panel** 1. **Go to [InstantAutoSite Admin Panel](https://www.instantautosite.net/login)** 2. Go to **Marketing → Tasks** ![AppFueledTM-Admin-Panel-Marketing-11-21-2025\_11\_14\_AM](https://appfueled.com/hs-fs/hubfs/AppFueledTM-Admin-Panel-Marketing-11-21-2025_11_14_AM.jpeg?width=520&height=343&name=AppFueledTM-Admin-Panel-Marketing-11-21-2025_11_14_AM.jpeg) 3. Click **Add Tasks** ![AppFueledTM-Admin-Panel-Marketing-11-26-2025\_02\_05\_PM](https://appfueled.com/hs-fs/hubfs/AppFueledTM-Admin-Panel-Marketing-11-26-2025_02_05_PM.jpeg?width=500&height=118&name=AppFueledTM-Admin-Panel-Marketing-11-26-2025_02_05_PM.jpeg) This tool lets you generate custom call or text lists based on filters you control. --- #### **🔍 Step 2: Select Your Task Type** Choose the follow-up task type you want to generate. Examples include: - **No Recent Visits** — customers who haven’t visited in X months - **Reopened Missed Sale** — customers with approved services you want to call back Select the task type that matches your outreach objective**.** --- #### **🎯 Step 3: Apply Your Filters** You can build extremely targeted lists using a wide range of filters. **Regardless of your goal, we strongly recommend applying the following filters every time** to protect compliance and avoid duplicate outreach. ##### **Marketing Permissions** ✔️ Marketing Permission = **ON** ###### **Customer Status** ✔️ **Active** ###### **Follow-Up Preference** Select all options that allow communication: - **Phone & Text** - **Text Only** - **Unknown** - **Phone Only** ###### **Status Filters** Make sure each of these is set to **NO**: - **Upcoming Appointment** - **Visit In Progress** - **Existing Tasks** - **Current or Upcoming Tasks** - **Allow Duplicates** → **NO** (prevents double outreach) ![Ro-Vehicle-Details-11-26-2025\_02\_38\_PM](https://appfueled.com/hs-fs/hubfs/Ro-Vehicle-Details-11-26-2025_02_38_PM.jpeg?width=522&height=572&name=Ro-Vehicle-Details-11-26-2025_02_38_PM.jpeg) --- ###### **Date Range** Select the dates you want to pull customer activity from. Example: **Dec 1, 2022 – Dec 31, 2022** If a *most recent date match* is found, select **Ignore**. After all filters are set, click **Apply Filters**. ![Ro-Vehicle-Details-11-26-2025\_02\_42\_PM](https://appfueled.com/hs-fs/hubfs/Ro-Vehicle-Details-11-26-2025_02_42_PM.png?width=599&height=258&name=Ro-Vehicle-Details-11-26-2025_02_42_PM.png) --- #### **📋 Step 4: Review Your Generated Call List** You will now see a list of all customers who meet your criteria. Example: > “28 customers who have not visited since December 2022” You can click any customer and verify their visit history in the **2-Way Portal**. --- #### **➕ Step 5: Create Follow-Up Tasks for the Entire List** 1. Click **Add New Tasks** 2. Choose the **Follow-Up Date** for these tasks to appear in the queue 3. Optionally **assign a staff member** 4. Select a **Task Status** 5. Click **Add** The system will automatically create **one task per customer**. These tasks will appear in the **team’s task feed** (or the assigned user’s feed) on the date you selected. --- #### **📞 Step 6: Call & Text From the Task Queue** On the follow-up date, all tasks will appear in the **Current Tasks** list. 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