| We will be adding more bulk update options for both the Project List and Task List. If you have any Bulk Actions on either of these pages that you feel are missing, please submit a feature request |
Project List
Currently, the Bulk Update options on the project list are:
- Archive
- Un-archive
- Message general discussion
- Bulk Progress Report
- Re-assign Project Manager and Tasks
- Add Global Page
- Remove Collaborator
- Add Tags
| Note: These bulk actions can take up to several minutes to take effect. You may also need to reload the page after a few minutes. |
How to access the Bulk Updates on the Project List
- Navigate to the Project List from the top navigation bar
- Select 1 or more projects by using the checkboxes on the left hand side of your Project list
- You will notice a big button will appear that says "Bulk Update x Selected"
- click this button to access the Bulk Updates menu
Archive
It is recommended that you archive your Projects instead of deleting them. This will preserve your messages, files, history, etc and you can refer to it at any time, but it will still treat it as a deleted project when it comes to permissions to view for your customers. Something that is archived is immediately disabled from view for your customers.
To toggle visibility of Archived Projects
- Use the Filters on your Project List
- Select Add Filter
- Click on Project Status
- Toggle the checkbox for Hide archived Project
- checking will hide all archived projects from the project list
- unchecking the box will show all archived projects from the project list
Projects that are archived will have an (archived) indicator next to the name
Un-archive
This feature set an Archived project to Active. The opposite action of Archive above
Message general discussion
You can send the same message to multiple projects. The message will be added to the selected projects' General Discussion inside of the Discussion tab.
You can't send direct @mentions to specific users or collaborators using this feature, but you can @all to message all users and collaborators on the selected projects.
Bulk Progress Report
Use this feature to create a progress report for all selected projects. Before using this feature, you will first need to enable Progress Reports for your account.
- Navigate to Settings > Advanced Features
- make sure Enable Project Progress Reports is toggled on
Re-assign Project Manager and Tasks
Add Global Page
You will first need to create some Global Pages
Use this feature to add the same global page to multiple Projects quickly
Remove Collaborator
Remove any collaborator, including users, from all selected projects
Add Tags
This is the same as going to any Project's info modal and adding a tag, or adding tags one by one inside of the Project list Tags column
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Task List
Currently, the Bulk Update options on the task list are:
- Assign
- Set Start/Due Dates
- Set Description
- Set Status
- Add Tag
- Set Form
| Note: These bulk actions can take up to several minutes to take effect. You may also need to reload the page after a few minutes. |
How to access the Bulk Updates on the Task List
- Navigate to the Task List from the top navigation bar
- Select 1 or more Tasks by using the checkboxes on the left hand side of your Task list
- You will notice a big button will appear that says "Bulk Update x Selected"
- click this button to access the Bulk Updates menu
Assign
| It is recommended to use this feature for unassigned tasks or to re-assign from one user or collaborator to another |
You can only re-assign to a different user or collaborator or assign to someone from unassigned. Assigning to multiple assignees is not available in Bulk Assign.
If you would like to assign to multiple assignees, that will need to be done through the Plan tab on your Projects individually.
If you use the Bulk Assign feature with a task that currently has multiple people assigned, it will re-assign the task to have only 1 assignee, it will not add an additional assignee
Set Start/Due Dates
You can add, modify, or clear start dates and/or due dates for your selected tasks. You can do one or both at the same time
Set Description
Add a description to multiple tasks.
| If your task already has a description, this will completely override it/change it |
Currently, you are unable to add any images using the bulk set description feature, it is text only
Set Status
Change the Task status to multiple tasks.
This is the same as if you individually change the task status on the Task List from the Status column, or from any Project by clicking on the Task status in the Plan or in each individual Task info modal.
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Add Tag
Add the same Tag to multiple tasks
This is the same as adding tags individually in the task modal on any project
Set Form
Add the same form to multiple tasks
This is the same as adding forms individually in the task modal on any project