Bulk Assignment

Sometimes you want to assign statuses, assignees, due dates, and/or notes to several rows at a time. To do this you can use bulk assignment, which works slightly differently to assigning one at a time.

On the left of each grid you will notice checkboxes. You can use this to individually choose rows you wish to assign to. The column header of "..." will toggle all the rows on and off.

TIP: you can use the filters to select a group of records that you want to bulk assign to in order to make the selection easier.

Once you have selected some items, you will notice some new buttons appear at the top in the header to allow you to Bulk Set Status, Bulk Assign, Bulk Set Date, and Bulk Set Note.

The function the same way as for single row assignment except when you use them they will apply to every row you have checked.

For example, let's set them to "To Do".

As soon as To Do is clicked, then in this example we get.