Bulk report actions: Difference between revisions

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{{#seo:
|title=Bulk report actions
|titlemode=append
|keywords=planfix, reports, bulk report actions
|description=bulk report actions
}}
In [[reports]], you can select the desired tasks and make changes to them in bulk. To do this, run a report, click the checkbox next to the desired tasks, and click the '''Modify''' button:
In [[reports]], you can select the desired tasks and make changes to them in bulk. To do this, run a report, click the checkbox next to the desired tasks, and click the '''Modify''' button:
   
   
https://s.pfx.so/pf/xZ/w0YQN7.png
https://s.pfx.so/pf/xZ/w0YQN7.png


This allows you to perform operations on tasks appearing in a report as a result of some complex combination of conditions and/or data stored in different objects. For simpler scenarios, you can use [[Bulk task actions|bulk task actions]].
This allows you to perform operations on tasks appearing in a report as a result of some complex combination of conditions and/or data stored in different objects. For simpler scenarios, you can use bulk task changes.
 
 
==Important==
==Important==
*Only tasks can be modified in bulk in reports.
*Only tasks can be modified in bulk in reports.

Latest revision as of 13:44, 30 September 2024

In reports, you can select the desired tasks and make changes to them in bulk. To do this, run a report, click the checkbox next to the desired tasks, and click the Modify button:

w0YQN7.png

This allows you to perform operations on tasks appearing in a report as a result of some complex combination of conditions and/or data stored in different objects. For simpler scenarios, you can use bulk task actions.

Important

  • Only tasks can be modified in bulk in reports.


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