Bulk report actions

From Planfix
Revision as of 08:01, 29 October 2025 by Dmitri (talk | contribs)
(diff) ← Older revision | Latest revision (diff) | Newer revision → (diff)
Jump to: navigation, search

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 Change 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

  • Contacts can also be modified in bulk in reports.

Go To