Bulk Editing

Discover how to optimize your work using the new bulk editing options in Scoping, Workflow and Sprints

Use the bulk editing to:

Step 1: Notice the fields on the left-hand side of the tasks in Scoping

Step 1 notice the fields

Workflow

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and Sprints

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Step 2: Select your tasks

Whether in Scoping, Workflow, or Sprints, once you click on any given task, a menu with options will be prompted on the bottom of the page. Note: You can select as many tasks as you like

For example:

step 2 select your tasks

Step 3: Automate assigning people

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Use Forecast's AI to assist you with automatically assigning team members. To help the AI engine, begin by selecting a similar project. 

Then, accept, add or reselect the assignees, and hit 'update'. 

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Step 4: Bulk task update

  • Add low and high estimates
  • Choose dates
  • Add labels
  • Assign roles and people
  • Set status
  • Approve tasks

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Note: 

If the task monitoring is enabled through the given project's settings, you assign followers and owners 

 

Step 5: Move tasks

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Move a set of task to another milestone, sprint or project

Step 6: Delete tasks

Note: Deleting a set of tasks cannot be undone

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