Edit Data in Bulk

Learn how to edit data in tables all at once

Stjepan Šandor avatar
Written by Stjepan Šandor
Updated over a week ago

If you want to change information in bulk, you can do it in several areas in Productive. Bulk editing is available for:

  • Tasks

  • Deals

  • Budgets

  • Invoices

  • Contacts - People and Companies

  • Company Expenses

  • Projects

With this feature, you can for example:

  • change custom fields

  • change tags

  • change the Project Manager on Projects

  • edit due date, date paid on Company Expenses

To edit information in bulk, hover next to the field in the table you want to edit:

Add the checkmarks and the editable information will show up in the header. Here you can edit information such as:

  • Department

  • Development type

  • Health

  • Project privacy and project status (access it by clicking on the three dots icon)

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