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Bulk Editing Tasks

Easily manage all tasks for a Project using Bulk editing.

Updated over 4 months ago

If you need to edit many tasks at the same time, the bulk edit feature can be a time saver.

Team Members with full access or Manage Project level permissions (someone who has full access to everything) can use the Bulk Editing feature on Tasks.

To bring up the bulk editing menu, click on the select all option in the top left corner of your list, or use the checkboxes next to individual tasks. A menu bar at the bottom of the screen will appear with the options available. To exit the menu, deselect all items.

Bulk editing options available

  • Change status - allows you to change the status of all tasks selected

  • Reassign to... - allows you to assign or re-assign the tasks selected

  • Remove all assignees - removes everyone as assigned from the tasks

  • Change client visibility - allows you to share access or remove access to tasks for your Client

  • Delete - bulk deletes all selected tasks

Bulk editing is not available on mobile and only available to use on your web browser.


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