You can select multiple items in any table in Productive and update them all at once using the bulk action tray. What's available in the tray depends on the type of item you're editing.
How to Bulk Edit
Go to the table containing the items you want to update. Hover over a row to reveal the checkbox on the left, then select as many items as you need.
A blue action tray will appear at the top of the screen with the available actions for that item type.
📌 Most item types also support editing custom fields in bulk via the three-dot menu, for supported field types.
What You Can Edit in Bulk
Tasks
Assignee, start date, due date — available in all task lists
Service — available if the project has services on tasks enabled
Via the three-dot menu: status, tags, shift or extend dates, change privacy, move to another project or task list, duplicate, change task list, add parent task, copy links, delete
📌 The change privacy option is not available in template projects.
Projects
Project manager — available if you have permission to manage projects
Via the three-dot menu: copy links, archive
📌 If a project has open budgets or pending invoicing, you'll see a confirmation dialog before archiving.
Time Entries
Billable time, person, service — available if you have the Add, edit, and delete time entries for other people permission
Via Approve for…: approve as me, approve for all approvers, unapprove — available if you have the Approve all time entries permission
Via the three-dot menu: copy links, delete
👉 Read more in Managing Time Entries: Bulk Editing and Moving.
Budgets
Owner, subsidiary, tags, approval policy, mark as invoiced
Via the three-dot menu: create invoice, deliver budgets, share, copy links, delete
📌 All three-dot menu actions are permission-gated individually.
Deals
Date opened, owner, probability, stage, tags
Via the three-dot menu: assign approval policy, share, copy links, delete
📌 Probability cannot be edited on closed deals.
Invoices
Date sent — blocked if the invoice is in Draft status
Tags
Via the three-dot menu: copy to accounting (requires an accounting integration), copy links, delete
Expenses
Date, date paid, date reimbursed, due date
Via the three-dot menu: vendor (blocked if the expense is linked to a purchase order), reimbursable toggle, copy links, delete
Purchase Orders
Date of issue, delivery date
Via the three-dot menu: copy links, delete
📌 Deleting a purchase order also cleans up any linked expenses.
Bookings
Hold Shift and click to select multiple bookings in the Resource Planner.
Shift left — moves the selected bookings backward in time
Shift right — moves the selected bookings forward in time
Extend — extends the end date of the selected bookings
Via the three-dot menu: delete
👉 Read more in Managing Bookings: Bulk Editing and Moving.
Contacts
Tags — available if you have permission to manage team members or contacts
Via the three-dot menu: copy links, edit supported custom fields (excludes number, text, and file field types), archive
Companies
Default currency, tags
Via the three-dot menu: copy links, archive
📌 You'll see a confirmation dialog before archiving a company.
Employees
Tags, absence approval policy, time tracking policy
Via the three-dot menu: copy links, custom fields, deactivate
Copying Links in Bulk
When you select rows in any table, you can copy a direct link to each selected record. Use this to quickly share specific items with teammates or reference them elsewhere.
Select one or more rows and choose Copy links from the three-dot menu in the action tray. A direct link to each selected record is copied to your clipboard. If you selected multiple rows, all links are copied at once, each on a separate line.
📌 You can also use Cmd+C (Mac) or Ctrl+C (Windows) while rows are selected, as long as no text is highlighted on the page.
