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:

  1. Task

  2. Milestone

  3. Pipeline stage

  4. Add project type

  5. Remove project type

  6. Add tags

  7. Remove tags

  8. Change Status

  9. Add/change category

  10. Change Project Manager

  11. Change Sales Agent

  12. Change Start date

  13. 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

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