Help / Tips and Tricks

Task Batch Editing

Task Batch Editing

You can edit multiple tasks at once with the Batch edit mode.

How can I Batch Edit Tasks in ActiveCollab?

  • Step 1: Click on the desired Project
  • Step 2: Click on the Batch Edit Icon in the upper right corner.
  • Step 3: Click on the boxes next to the tasks you wish to batch edit
    • Note: You can click on the box next to the Task List name to select all the Tasks in that Task List

  • Step 4: Click on “Properties” once you have selected the desired Tasks.
  • Step 5: Change the desired Task attributes. You can change:
    • Task List
    • Assignee
    • Due Date
    • Label
    • Visibility to Client
    • Priority

  • Step 6: Once you are done click on “Update” to confirm your choices.
  • Step 7: Click on the “X” icon next to the “Update” to exit the Batch Edit mode.
    • Optional: You can also click on the “Batch Edit” icon in the upper right corner.

How to Complete multiple Tasks?

  • Step 1: Click on the desired Project
  • Step 2: Click on the Batch Edit Icon in the upper right corner.
  • Step 3: Click on the boxes next to the tasks you wish to complete
    •  Note: You can click on the box next to the Task List name to select all the Tasks in that Task List

  • Step 4: Click on the “Complete” icon.
  • Step 5: Click on the “Complete” to confirm.
  • Step 6: Click on the “X” icon next to the “Update” to exit the Batch Edit mode.
    • Optional: You can also click on the “Batch Edit” icon in the upper right corner.

How to Delete multiple Tasks?

  • Step 1: Click on the desired Project
  • Step 2: Click on the Batch Edit Icon in the upper right corner.
  • Step 3: Click on the boxes next to the tasks you wish to complete
    • Note: You can click on the box next to the Task List name to select all the Tasks in that Task List
  • Step 4: Click on the “Delete” icon
  • Step 5: Click on “Delete” to confirm your choice.
  • Step 6: Click on the “X” icon next to the “Update” to exit the Batch Edit mode.
    • Optional: You can also click on the “Batch Edit” icon in the upper right corner.

How to Move multiple Tasks to a different Project?

  • Step 1: Click on the desired Project
  • Step 2: Click on the Batch Edit Icon in the upper right corner.
  • Step 3: Click on the boxes next to the tasks you wish to complete
    • Note: You can click on the box next to the Task List name to select all the Tasks in that Task List
  • Step 4: Click on the “Move to Project” icon
  • Step 5: Select the desired project where you wish to move them.
  • Step 6: Click on “Move” to confirm your choice.
  • Step 7: Click on the “X” icon next to the “Update” to exit the Batch Edit mode.
    • Optional: You can also click on the “Batch Edit” icon in the upper right corner.

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