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Edit Data in Bulk

Edit data in tables all at once.

Updated over 10 months ago

If you're looking to update information across multiple areas in Productive, you'll be glad to know that bulk editing is available for several key components:

  • Tasks

  • Deals

  • Budgets

  • Invoices

  • Contacts - People and Companies

  • Company Expenses

  • Projects

With this feature, you can:

  • Modify custom fields

  • Adjust tags

  • Change the project manager on a project

  • Edit due date and date paid in company expenses

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

Once you've selected all tasks within a task list, you'll notice editable information displayed in the header. Here's what you can modify when looking at tasks:

  • Task assignee

  • Task due date

  • Task start date

  • Task status

Additionally, open the (...) dropdown to:

  • Add tags

  • Shift or extend the task dates

  • Change task privacy

  • Move the selected tasks to another project

  • Duplicate the selected tasks

  • Move the selected tasks to another task list

  • Establish a parent task for the selected tasks, converting them into subtasks

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