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Edit Data in Bulk

Edit data in tables all at once.

Updated over a week ago

Edit Data in Bulk

You can update multiple items in Productive at once using bulk selecting and editing. This is available for:

  • Tasks

  • Deals

  • Budgets

  • Invoices

  • Employees

  • Contacts and Companies

  • Company Expenses

  • Projects

What You Can Do

Bulk editing lets you:

  • Modify custom fields

  • Adjust tags

  • Change project managers

  • Edit due dates and payment dates in company expenses

How to Edit

  • Go to the table containing the items you want to update.

  • Select the checkboxes next to the items you want to edit. Once at least one item is selected, a blue action bar will appear at the top of the screen.

  • Use the action bar or header fields to make your changes.

Bulk Editing Tasks

When editing tasks, you can quickly update:

  • Assignee

  • Due date

  • Start date

  • Status

Additional actions are available via the (...) dropdown:

  • Add tags

  • Shift or extend dates

  • Change task privacy

  • Move tasks to another project or task list

  • Duplicate tasks

  • Establish a parent task to convert selected tasks into subtasks

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