In this article you will learn:
1. What is the Bulk Edit function?
The Bulk Edit function allows you to apply or edit parameters for different variables at once. Multi-select and bulk edit can be done for tasks, milestones, checklist items and projects.
2. When to use the Bulk Edit function
Assign responsible
Assign one responsible for all tasks, milestones, checklist items and projects
Vacation handover of tasks simplified
A new colleague replacing an old one
Plan a new project / create a template
Assign an approver to multiple checklist items
Ensure approved handovers between project phases
Quickly set up a project template with recurring approvers
Bulk status update
Change status and comment for all selected tasks
Change the start and end date of multiple tasks, as well as their duration and add a comment
Set end dates and comments for milestones and checklist items
Set end dates for a mix of tasks, milestones, and checklist items
Send out feedback requests to responsibles of all selected tasks
Delete selected tasks
3. How to use Bulk Edit with examples
Let's see how the Bulk Edit function can be used when assigning the role of responsible for all tasks.
Open the List view of the tasks in your project
Select the tasks by using the checkboxes next to the task names
Click on Assign responsible in the bottom bar menu
Select person and click Assign
Now, we will explore how to use the Bulk Edit function when changing the role of assigned from one person to another:
Open the Search and use the task domain
Filter all tasks where you want to change the task responsibility
If needed, narrow the search further down
Select all tasks by using the checkboxes Select all
Click on Assign responsible in the bottom bar menu and search for the new colleague who should be responsible now
You can set an approver for checklist items in different projects:
Go to the search for tasks and open the filter
Select several projects
Select task type: checklist item
Press Search
Select all matching checklist items from the search results list
Click on Assign in the bulk edit panel at the bottom
Select Assign approver
Choose the correct person from the member list
Press Assign and close
You can also use the bulk edit function from the Portfolio view.
Go to the Portfolio section in the left bar menu
Select the projects by using checkboxes
Apply the necessary edits. You can Assign responsible, Update status or Delete selected items simultaneously.
Changing the start and end time of multiple tasks is easy with bulk edit
Go to the List view within a project and check off tasks you would like to bulk edit
Click the Change Dates button at the bottom navigation bar
Modify the start and end dates, with the option of adding comments to the change
Click the Proceed button to apply changes
Tip: Bulk editing milestones, checklist items, or a mix of tasks, milestones, and checklist items will allow you to ONLY modify the end date.