Bulk edit
Alvin
Last Update há 6 meses
The Bulk Edit function lets you edit multiple tasks at once. Instead of individually opening each task to adjust the Start and End dates from the Project Screen, you can select and modify them simultaneously.
💡The adjustment Type is the increment value and can be applied as Day, Week, or Month. We'll go deeper into how this function works as we go through this article.
📝Inside this article
- Selecting tasks for bulk editing
- Changing Start Date
- Changing End Date
1. Go to Projects.📁
2. Click the expand icon of the company where you want to bulk edit their tasks.🔍
3. Hold Shift and Control on your keyboard and click the tasks you want to edit.⌨️
4. Click Bulk Edit.🛠️
5. Next, click the Edit button.✏️
6. You can also use the search box or Filter tool to sort the list and find the task you need to add for bulk edit.🔎
7. If you've selected all tasks for bulk editing, click the Edit button.✏️
📅Changing Start Date
To change the Start Date, follow these steps:
1. Click Start Date.🗓️
2. There are two choices here: By amount and Specific date.⚖️
💡By amount will change the value of the start date based on the Adjustment type you've picked regardless of their current dates. For example, the Adjustment type is set to 5 and is set to Days. Once the bulk edit is applied the start dates of all tasks will increase by 5 days. On the other hand, Choosing Specific date will change all the Start dates of the tasks to the date you've specified.
3. Select Specific date if you need to change all the task start dates.📆
4. Click Continue.▶️
5. Review the New Start Date column. If there are no changes needed, click Save Changes.💾
6. Click Yes to confirm your action.✔️
7. Click OK.👍
🗓️Changing End Date
To change the Start Date, follow these steps:
1. Click End Date.📅
2. Decide if you want to edit the End Date by Amount or on a Specific date.⚖️
💡For this example, we will pick by amount.
3. We'll set the Adjustment type to 3 days, this edit will add 3 days to the task's current End dates.✨
4. Click Continue.▶️
5. Review the New Start Date column, and if there are no changes needed, click Save Changes.💾
6. Click Yes to confirm your action.✔️
7. Click OK.👍
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