Taimer's mass editing tool allows you to update details or make changes to multiple project lists at once. For example, you may want to assign a similar task, or change the sales agent, or assign a new project manager to multiple different projects. You can do this easily for all the selected projects at the same time without having to do it individually.
Learn how to:
- Make bulk edits to multiple project lists
- Update details for multiple different projects at once
- Export multiple projects
- Delete multiple projects
Plans & Permissions:
- Plans: Free CRM, SalesCRM, PM, ERP
- Permissions: Projects
How to make mass or bulk edits to multiple projects
- Navigate to the Projects module from the blue sidebar
- Select the projects that you wish to edit by clicking on the empty checkbox
- Once the projects are selected, you will notice the Edit tool in the header
- Click on Edit to start bulk or mass editing. This will open a popup window
- Choose the field that you wish to edit from the dropdown. You can edit the following fields from here:
- Task
- Milestone
- Pipeline stage
- Add project type
- Remove project type
- Add tags
- Remove tags
- Change Status
- Add/change category
- Change Project Manager
- Change Sales Agent
- Change Start date
- Change end date
- Click on Confirm to save changes
Exporting and deleting multiple projects
To export or delete multiple projects:
- Navigate to the Projects module from the blue sidebar
- Select the projects that you wish to edit by clicking on the empty checkbox
- Once the projects are selected, you will see the Export and Delete tools highlighted
- By clicking Export, the chosen projects will automatically be exported to an excel file
- By clicking Delete, a popup will appear and give you the possibility to delete the selected projects
- Proceed to confirm the changes
