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
