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.   Select the plan you'd like to edit, then switch to the List View.

2.   Underneath the grey filter bar, you'll see a white button labeled 'Bulk Edit'. Clicking this button will reveal checkboxes next to each plan item, allowing you to select which items you'd like to include in your bulk edit. You also have the option to Select All items. 

3.   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.

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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