Bulk edit

How to edit multiple items with multiple attributes at once

If you need to change multiple items at once (such as tasks, CRM records, help desk tickets, etc.) in order to make the change happen faster and thus save time, this is how to do it. Bulk edit option can be used for up to 500 items at once and is available for the following entities:

  • Tasks
  • Help desk tickets
  • CRM records
  • Users
  • Contacts
  • Contact groups
  • Attendance records
  • Timesheets
  • Personal statements (spent time records)
  • Payroll and invoicing sheets
  • Profit & Loss statement
  • Test Cases
  • Documents
  • Milestones (project roadmap)

Since the majority of users need to work with tasks more often than any other entity listed above, let's show an example of bulk edit procedure on tasks. For any other entity, the procedure is very similar, just the available options to select/change might be different. You can select multiple tasks in task list by ticking the particular checkboxes on the left side of the list.

When selected, click with right mouse button anywhere in the area of selected tasks to open a small context menu like this. To change only one attribute in all the selected tasks (such as Status, Priority or Assignee), just choose it from the available options in the context menu and confirm by left-mouse click. The change will take effect immediately.

In order to change one or multiple attributes at once (such as Status and Priority together), go to "Edit" option, which is the first item in the context menu from the top.

A new form will open where you can select one or more attributes to change on all the tasks selected in the previous step. Confirm the change by clicking on the green "Submit" button below and the chosen tasks will be edited at once.


Corner situations

Updating too many items becomes a demanding process for the application and especially the server, which is why bulk editing is limited to 500 items.

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