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Project List Bulk Actions

By Jennifer Goodsell | Updated

 

Overview 

Bulk actions allow you to perform specific actions for multiple projects at the same time. You can manage the following aspects of a project from the Project List:

Note: Depending on your specific account settings, permission level, or subscription plan, some bulk actions may not appear.

To access the Project List bulk actions, click Projects in the left navigation. In the Project List, select one or more checkboxes in-line with the projects you want to perform a bulk action for. This will cause the bulk action drop-down menus to appear at the bottom of the list.

Bulk Actions.png

Note: A toast notification will appear in the top-right corner of the screen for some bulk actions after they are performed. You can review the Successes and Errors of the action by clicking the View the results link.

How to Bulk Add Members

  1. In the Project List, check the box to the left of each project you’d like to add a member to. The bulk action drop-downs appear at the bottom of the list.
  2. Click the Members drop-down and then select the member you want to add to each project.
    Bulk Update Members.png
  3. Click Add. The members are added to the project.

How to Bulk Set a Team Lead

  1. In the Project List, check the box to the left of each project you’d like to set a team lead for. The bulk action drop-downs appear at the bottom of the list.
  2. Click the Team Lead drop-down and then select the member you want to set as the Team Lead. 
    Bulk Update Team Lead.png
  3. Click Add. The member is set as the Team Lead.

How to Bulk Add to Groups

  1. In the Project List, check the box to the left of each project you’d like to add to a group. The bulk action drop-downs appear at the bottom of the list.
  2. Click the Groups drop-down and then select each group you want to add to the selected projects.
    Bulk Update Groups.png
  3. Click Add. The projects are added to the group.

How to Bulk Set Status

  1. In the Project List, check the box to the left of each project you’d like to set the status for. The bulk action drop-downs appear at the bottom of the list.
  2. Click the Project Status drop-down and select the desired status.
    Bulk Update Project Status.png
  3. Click Add. The status is set.

How to Bulk Select Task Status Sets

Note: If you are using integrations triggered by issue status changes in Kantata OX, you may want to avoid applying a Task Status Set in a project to avoid any interruptions to the integration. For more information, see Task Status Sets.
  1. In the Project List, check the box to the left of each project you’d like to apply this task status set to. The bulk action drop-downs appear at the bottom of the list.
  2. Click the Task Status Set drop-down and then select the Task Status Set you want to apply to each project.
    Note: This bulk action can only be changed by Account Administrators and users who have access to select Task Status Sets. Before changing a Task Status Set, you’ll need to make sure that all tasks in a project are set to a default task status and not a custom task status.
    Bulk Update Task Status Set.png

How to Bulk Add Dynamic Dashboards

  1. In the Project List, check the box to the left of each project you’d like to add a dynamic dashboard to. The bulk action drop-downs appear at the bottom of the list.
  2. Click the Dashboards drop-down and then select each dashboard you want to add to the selected projects as an additional tab in the project workspace.
    Bulk Update Dynamic Dashboards.png
  3. Click Add. The selected dashboards are added to the project.

How to Bulk Add Custom Forms

  1. In the Project List, check the box to the left of each project you’d like to add a form to. The bulk action drop-downs appear at the bottom of the list.
  2. Click the Forms drop-down and then select each form you want to add to the selected projects as an additional tab in the project workspace.
    Bulk Update Forms.png
  3. Click Add. The selected forms are added to the project.

How to Bulk Set Project Color

  1. In the Project List, check the box to the left of each project you’d like to set a project color for. The bulk action drop-downs appear at the bottom of the list.
    Note: Project Colors need to first be enabled in the General Settings in order for this drop-down to appear. 
  2. Click the Color drop-down and select the desired color.
    Bulk Update Project Color.png
  3. Click Add. The Project Color is applied.

How to Bulk Archive Projects

  1. In the Project List, check the box to the left of each project you’d like to archive. The bulk action drop-downs appear at the bottom of the list.
  2. Click Archive. A confirmation modal appears asking if you’re sure you want to archive the selected projects.
    Archive_project_modal.png
  3. Click OK. The projects are archived.

 

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By Jennifer Goodsell
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