Bulk editing tasks
By utilizing the Bulk edit feature, you can streamline the task management process and make updates to multiple tasks in a single, efficient operation. This feature allows you to easily select tasks based on specific search criteria, such as due date or person assigned, and then make changes to the selected tasks all at once. With Bulk edit, you can reassign tasks, adjust due dates, log billable time, track progress, add tags, and estimate the amount of time required to complete the tasks. This feature helps you save time and increase productivity, making it a valuable tool for any task-oriented workflow.
In detail, here are the actions you can perform with Bulk edit:
Reassign: Easily reassign the selected tasks to another team member in the same project, ensuring that tasks are always assigned to the right person for the job.
Due date: Quickly set or update the due date for multiple tasks, giving you a clear timeline for when tasks need to be completed.
Progress: Keep track of the progress of multiple tasks in real-time, making it easier to see how much work has been done and how much is left to be done.
Time logs: Log billable time for multiple tasks at once, which will be added to the existing billable time for those tasks.
Estimated time: Enter estimated time for individual tasks, which will replace any existing time estimate. This is a useful tool for getting a better understanding of the time required to complete each task.
Tags: Add tags to multiple tasks, making it easier to categorize and organize tasks according to your needs.
Bulk editing tasks in a Project:
- Go to the "Tasks" tab in your project.
- Find and click on the "Bulk Edit " icon located next to the "Add Task List " button.
- Choose the tasks you want to edit by selecting them.
- Preview your selected tasks (optional) by clicking "Show Preview".
- Click "Next " to proceed.
- Select the actions you want to update for the selected tasks.
- Finally, click "Update" to apply the changes in bulk.
Bulk editing tasks in 'All tasks':
If you need to make mass changes to tasks in different projects, follow these steps:
- Navigate to the "All tasks" page by clicking on the corresponding option in the top navigation bar.
- Locate the "Bulk edit " icon on the top right corner of the page, next to the sorting option.
- Select the tasks you wish to edit by clicking on them (you can choose to edit tasks from multiple projects).
- Preview the changes by clicking on "Show preview" (optional).
- Proceed to the next step by clicking "Next ".
- Choose the actions you want to update for the selected tasks.
- Complete the process by clicking on "Update ".
