How to Update Tasks in Bulk

Updating tasks in bulk allows you to apply changes to multiple records at once, speeding up the process and ensuring consistency.

1st Step: Accessing the Tasks Administration Module

In the upper left side menu, click “Tasks” to open the tasks area.

2nd Step: Applying Filters to Select Tasks

1. Click “Filter” represented by the funnel icon in the “Tasks” header.
2. In the filter panel, configure Field, Operator, and Value to define which tasks will be updated.
3. Click “Apply” to display only the tasks that match the criteria.

3rd Step: Starting the Bulk Update

After filtering the tasks, click the “Bulk Update” button represented by the copy/duplicate icon, located in the header next to the “Bulk Delete” button represented by the trash icon.

4th Step: Configuring the Fields to Update

In the “Bulk Update” panel, select the attributes you want to change for all filtered tasks:

• Title (Task title)
• Owner (Task owner)
• Start Date (Task start date)
• End Date (Task end date)
• Priority (Task priority)
• Status (Task status)

For each field, enter the new value that will be applied to all selected tasks.

5th Step: Executing the Update

1. After defining the new values, click “Save” in the lower corner of the “Bulk Update” panel.
2. A confirmation window will be displayed, click “Confirm”.
3. A notification will appear in the lower left corner of the screen indicating that the bulk update was successfully completed.

Best Practices:

• Carefully apply filters to avoid unintended changes to incorrect tasks.
• Review the values in the panel before saving to ensure accuracy.
• Apply changes to smaller groups first to reduce the risk of large-scale errors.
• Backup or export the task list before major updates if necessary.

Conclusion:

You have learned how to update multiple tasks in bulk by filtering with criteria, using the Bulk Update panel, and saving all changes at once. If you have any questions, contact our support team.