How do I edit multiple items at once?

Bulk Edit allows you to make changes to multiple items at the same time. Bulk Edit allows you to change the following fields:

  • Start date and due date
  • Levels that the item belongs to
  • Progress update – status, date and comments
  • Assigned-To user and frequency of email notifications
  • Add or remove Members
  • Add or remove Admins
  • Add or remove tags
  • Copy or move items to different plans 

How to Edit Multiple Items at Once

1.   In the plan you'd like to edit, select List View.

List_View_Toggle.png

2.   Select the items in the plan you'd like to bulk edit. You must be an admin of the plan items you plan to bulk edit. If you use the Select All checkbox in the column header, it will select all items you are able to bulk edit (all items on which you are an admin). Note: linked items are not bulk editable.

New_LV_Selected_Checkboxes.png

3.   Click on the Bulk Edit icon to enter the Bulk Edit workflow.

New_LV_Bulk_Edit.png

On the next screen, you'll have the option to select the fields you'd like to edit. You can edit just one field, or multiple fields. You have an option to change:

  • Start date and due date
  • Levels that the item belongs to
  • Progress update – status, date and comments
  • Assigned-To user and frequency of email notifications
  • Add or remove Members
  • Add or remove Admins
  • Add or remove tags
  • Copy or move items to different plans 

Bulk_Edit_list.png

4. Click 'Continue' after making your changes

5. Next, you will see a Confirm Bulk Edit screen and the number of items being edited. Select 'Continue' to confirm the changes.

Bulk_Edit_Confirm.png

6.   After confirming your changes, you'll see a loading bar. Once the changes have been applied, you'll have the option to navigate 'Back to Plan' to see your changes.

Bulk_Edit_-_Finished.PNG

 

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