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
Functions
Assignee (customer, internal, third party)
Watchers
Tags
Priority
External visibility
Group selected tasks together!
How to Bulk Edit Tasks
Go to the “Plan” tab of the project.
Filter first if you can! Either use the “Filter” button in the top-right corner to narrow down what you want to see, or simply check the boxes that appear on milestones and tasks when you hover.
Bulk Edit
Click on the "Bulk Edit" button next to the “Filter” button.
Click "Select All Tasks" or click the tasks you wish to change.
Click "Edit # Tasks".
Then you can update all of the selected tasks.
Rinse and Repeat
After updating the selected tasks, you can clear out the filter and repeat these steps if needed.
Best Practice
Filter in tasks using Assignee to bulk reassign tasks across all templates in a project!
Create tags that internal, customer, and third-party users can use to easily narrow down projects or tasks using filters!
Task tags can be used for knowing which roles are responsible for which tasks (i.e. Onboarders, Installers, PM, Finance, etc).
By doing this you can filter & then bulk edit task assignment
Read more about task tags HERE
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, and toggle across templates to see all tasks assigned to the first user are selected.
3. Click on Edit to reassign these tasks!
Can I bulk-add participants across tasks?
Can I bulk-add participants across tasks?
At this time there is no way to bulk-add participants across tasks, it would need to be done one by one. Bulk edit will allow you to edit the assignee, but not the participants on Participant 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!
Will Bulk Editing tasks in a template update these changes in Active Projects where the Template is uploaded?
Will Bulk Editing tasks in a template update these changes in Active Projects where the Template is uploaded?
No, the changes will only reflect in new projects where the edited template is uploaded.
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! Read more here