Bulk report actions: Difference between revisions

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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/Rc/OOLdjR.jpg


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 actions|bulk task actions]].

Revision as of 12:30, 28 October 2025

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:

OOLdjR.jpg

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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