Bulk editing tasks
Bulk editing tasks is a powerful feature in Teamwave that allows you to efficiently manage and update multiple tasks simultaneously. Whether you need to modify due date, assignee, priority levels, or other task attributes, this feature saves time and effort by eliminating the need to edit each task individually. In this knowledge base article, we will walk you through the step-by-step process of bulk editing tasks in Teamwave.
Explore the versatile capabilities of Bulk Edit in detail with the following actions:
Reassign: Effortlessly reassign selected tasks to another team member within the same project, ensuring that tasks are always assigned to the right person for the job.
Due Date: Quickly set or update due dates for multiple tasks, providing a clear timeline for task completion.
Progress: Easily track and update the status of multiple tasks, keeping you informed about the progress of various assignments within the project.
Time Logs: Log billable time for several tasks simultaneously, seamlessly adding to existing billable time records.
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, simplifying categorization and organization based on your specific needs.
Bulk editing tasks in a Project:
- Navigate to your project and click on the "Tasks" tab.
- Find the "Bulk Edit" icon positioned next to the "Add Task List" button and click on it
- Choose the tasks you want to edit by selecting them.
- Optionally, preview your selected tasks by clicking "Show Preview."
- Click "Next" to proceed to the editing options.
- Select the actions you want to update for the chosen tasks.
Finally, click "
Update" to apply the changes to the selected tasks in bulk.
Bulk Editing Tasks in 'All Tasks':
If you need to make mass changes to tasks in different projects, follow these steps:
- Click on the "All Tasks" option in the top navigation bar to access the comprehensive task lists.
- Find the "Bulk Edit" icon at the top right corner of the page, situated next to the sorting options.
- Choose the tasks you wish to edit by clicking on them. You can opt to edit tasks from multiple projects.
- Optionally, preview the changes by clicking on "Show Preview."
- Move 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"