Bulk report actions: Difference between revisions
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|title=Bulk report actions | |||
|titlemode=append | |||
|keywords=planfix, reports, bulk report actions | |||
|description=bulk report actions | |||
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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 changes. | 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. | ||
Revision as of 13:42, 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:
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
- Only tasks can be modified in bulk in reports.