Overview
With dynamic processes, there might arise the need to make multiple edits to your tasks in active projects and in templates. Using Bulk Edit you can easily implement changes in the process to reflect in your project plan!
User Access
Admin, Managers, and Guides can use the bulk edit feature to change the following:
Status
Assignee
These are the first initial options that will be released and over time we will continue to make it more robust. Tags will be the next action added. While it is true that the Legacy experience offers more functionality, we strategically selected the most valuable actions in our initial release.
How to Bulk Edit Tasks
1. Go to the “Plan” tab of the project.
2.Filter first if you can! Either use the “+” button next to the “Search” box to narrow down the results on the page, or simply check the boxes that appear when you hover on tasks and select the tasks/milestones that you want or click the “Select All” button.
3. Click the “Bulk Edit X Tasks”.
4. Select to change the Assignee or update the task statuses and perform the action
5. Click the “Clear” button or hit “ESC” on your keyboard to deselect the tasks
Best Practice:
Filter in tasks using Assignee to bulk reassign tasks within a phase
Use tags! These will help you filter and narrow down to specific tasks. Task tags can be used for knowing which roles are responsible for which tasks (i.e. Onboarders, Installers, PM, Finance, etc.).
FAQs
How do I change a large number of tasks from one assignee to another?
How do I change a large number of tasks from one assignee to another?
To bulk reassign tasks in a project:
1. Go to the "Plan" tab in your project, which will display all tasks.
2. Use the filter to select multiple tasks assigned to the user. (Right now, you cannot toggle across phases but this functionality is coming)
3. Click on Edit to reassign these tasks!
Can I bulk-delete tasks?
Can I bulk-delete tasks?
No, You can bulk edit tasks and change the status to "Not Applicable" which will remove the tasks from the external view, but they will not be deleted. You can also delete a milestone worth of tasks.
Can I bulk edit task due dates?
Can I bulk edit task due dates?
Due dates cannot be bulk edited! Though you can edit dates on tasks that have a met or nonexistent dependency and then all of the other tasks with dependencies will be updated as a result. You may also create "delay" tasks in between to push due dates!
Can everybody bulk edit tasks?
Can everybody bulk edit tasks?
No, Task Owners and Contributors cannot bulk edit tasks!
Can I Bulk Edit tasks in multiple projects at once?
Can I Bulk Edit tasks in multiple projects at once?
At the moment the users can only Bulk Edit tasks in a single project but it is possible to bulk reassign all tasks across all projects. You may deactivate the user and reassign all tasks assigned to the new user. You may then reactivate the user if you wish to keep them in the system!