Taimer's mass editing tool allows you to update details or make changes to multiple tasks at the same time. For example, you may want to update the user for multiple tasks, change task type or mark all of them as done. You can do this easily for all the selected tasks at the same time without having to do it individually.
Learn how to:
Make bulk edits to multiple tasks
Update details for multiple different tasks at once
Export multiple tasks
Delete multiple tasks
Plans & Permissions:
Plans: Free CRM, SalesCRM, PM, ERP
How to make mass or bulk edits to multiple tasks
Navigate to the Projects module from the blue sidebar
Navigate to the List View
Select the tasks by clicking on the check box
Once the tasks are selected, you will notice the Edit tool in the header
Click on Edit to start bulk or mass editing
What can you edit using bulk edit
After choosing the tasks that need to be updated, click on the Edit tab that appears in the header, you can now choose what you wish to bulk edit.
Options to bulk edit:
Mark as done
Mark as undone
Move tasks to another user
For example: How to change the task type for multiple tasks
Select tasks from lists that you wish to bulk edit
Click on Edit from the header
Go to Property
Choose Type from the dropdown
Changes will be applied to all the tasks that were selected initially.
Export to excel
You can also choose to export all your tasks to an Excel file. This is convenient if you need to analyse and evaluate tasks data.
How to delete multiple tasks
You can also delete multiple tasks at once.
Select the tasks that need to be deleted
Click on the Delete button from the header
NB! This change can not be undone!