How to Select and Apply Actions to Multiple Tasks

3 min. readlast update: 06.14.2024

 This guide details how to select multiple tasks and apply various actions to them.

Accessing Your Project

  1. Navigate to Projects:

    • Click on 'Projects' from the main menu to view your list of projects.
  2. Select Your Project:

    • Locate and select the project you wish to manage.

Selecting Multiple Tasks

  1. Enter Selection Mode:

    • In the project header, find and click the three dots beside the search button to access more options.
    • Click on the "Select" button from the dropdown menu to enter selection mode.
    • You will now see checkboxes instead of radio buttons on each task tile, allowing you to select multiple tasks simultaneously.
  2. Utilize the Sub Toolbar:

    • Once tasks are selected, a sub toolbar appears displaying the number of tasks selected.
    • This toolbar contains buttons for various actions such as "Assignee", "Date", "Tags", "Switch Project", and "Delete".

Applying Actions to Selected Tasks

  1. Assignee:

    • Click on the "Assignee" button on the sub toolbar to open a dropdown menu listing team members.
    • Select a team member to assign all the selected tasks to that individual.
  2. Date:

    • Click on the "Date" button to bring up a calendar widget.
    • Select a start and due date that will apply to all the selected tasks.
  3. Tags:

    • Click on the "Tags" button to view and select from a list of available tags.
    • Apply or remove tags from all selected tasks as needed.
  4. Switch Project:

    • Use the "Switch Project" button to view a list of available projects and sections.
    • Move all selected tasks to a different project and section, if required.
  5. Delete:

    • Click on the "Delete" button to initiate a confirmation dialog.
    • Confirm the deletion to remove all selected tasks.

Exiting Selection Mode

  • Click the "X" button on the sub toolbar to exit selection mode and return to the standard project view.

Notifications and Undo Actions

  • After applying any action, tasks update in real time, and a toaster notification displays the changes made.
  • An "Undo" button is also provided in the notification to reverse the actions if necessary.

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