In this article you will learn:
1. Where can I find lists in Allex?
Both tasks and projects can be viewed as lists in Allex
Projects:
All projects of the organization can be found in the portfolio as a list
All projects of a search query are also presented as a list
Tasks can be found on the following pages as a list in Allex:
Task list in projects
Task list in Teamboard
Task list in search
2. Functions of the lists in Allex at a glance
Funktionen | Add and hide columns | Move columns | Resize columns | Move tasks via Drag and Drop | Create tasks from the list | Edit title |
Project lists |
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Search results | ✓ | ✓ | ✓ |
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Portfolio | ✓ | ✓ | ✓ |
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Task lists |
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Project | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
Search results | ✓ | ✓ | ✓ |
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Teamboards | ✓ | ✓ | ✓ |
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My tasks/My day | ✓ |
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Tip: In addition to these functions, many more actions can be performed in all lists by clicking on the respective cell
3. When and how to use the bulk edit function
Sometimes, it can really come in handy to apply or edit certain parameters for different variables, and for these cases, you can use the Bulk edit function.
Multi-select and bulk edit can be done for tasks, milestones, checklist items and projects.
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
Change the status for all selected tasks
Send out feedback requests to responsibles of all selected task
Delete selected tasks
How to use Bulk edit: examples
Let's see how to use the Bulk edit function in the example of assigning one 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
Now, we will explore how to use the Bulk edit function on the example of changing one assigned person to another collage.
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 collage 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.
