How to bulk edit tasks

To start, click on Tasks on the navigation bar and ensure that your on the Task List View.

1. Selecting multiple tasks

• You can select multiple tasks by clicking on a white space on each of those tasks. Do not tick the checkbox unless you want to mark that task as "complete". You can also lasso select tasks by clicking on a task and dragging down. This will select all the tasks until you stop the drag.
• When the tasks are selected, the colour of the tasks will be darker.
  

Now that you have selected multiple tasks you can do the following:

2. Bulk drag and drop tasks

• Hover over the left side of the selected tasks and you will see a "multi-direction" icon appear. 
• Click on this icon and while holding the button down, drag the group of tasks where you want to move them to. 
• Release the button to drop the tasks at their new position.
  

3. Bulk Edit tasks

• Select all the tasks you wish to edit at the same. 
• Hover over the "Bulk Actions" dropdown menu at the top of the screen.
• You will see several options Bulk Action Options on this menu.
• Select the "Edit" option.
• A "Bulk Task Edit" screen will open on your screen. 
• Make the changes where relevant. e.g. Bulk adding an owner to all the tasks.
• Save to save the changes to all the tasks you selected.
  

  
  Bulk editing tasks options

4. Bulk Add Owners to tasks

• Select all the tasks you wish to edit at the same time.
• Hover over the "Bulk Actions" dropdown menu at the top of the screen.
• You will see several Bulk Action options on this menu.
• Select the "Edit" option.
• A "Bulk Task Edit" screen will open on your screen.
• Select the task Owner.
• Save. All the tasks you selected will now have that Owner.

5. Bulk adjust dates

• Select all of the tasks that you wish to adjust dates for at the same time
• Hover over the "Bulk Actions" dropdown menu at the top of the screen.
• You will see several Bulk Action options on this menu.
• Select the "Adjust Dates" option
• Input the the amount of days you would like to adjust task dates by. You can input the amount of calendar days or choose a date from the calendar which will auto calculate the number of calendar days for you.
• Click "Adjust"
• All of your task start and end dates will be adjusted accordingly.
  

6. Bulk comment on tasks

• Select all of the tasks that you wish to comment on at the same time
• Hover over the "Bulk Actions" dropdown menu at the top of the screen.
• You will see several Bulk Action options on this menu.
• Select the "Comment" option
• Enter your comment. (you can also upload a file or change the comment watchers)
• If you'd like to copy the comment to the job/opportunity select the "Copy comment/attachments to their Job" checkbox
• Save.
• Your comment will be added to all of the tasks selected in the first step.