How to Select and Apply Actions to Multiple Tasks in Trovve

2 min. readlast update: 12.26.2024

This guide explains how to select multiple tasks in Trovve and apply various actions to streamline your project management.


Accessing Your Project

Navigate to Projects

  1. Click on Projects from the main menu to view your list of projects.
  2. Select the project you wish to manage.

Selecting Multiple Tasks

Enter Selection Mode

  1. Access More Options:
    • In the project header, click the three dots next to the Add Item button.
  2. Activate Selection Mode:
    • From the dropdown menu, click Select to enable selection mode.
  3. Select Tasks:
    • Checkboxes will appear on each task tile, allowing you to select multiple tasks simultaneously.

Utilize the Sub Toolbar

  • Once tasks are selected, a sub toolbar will appear, displaying the number of selected tasks and action buttons.
  • Available actions include:
    • Assignee
    • Date
    • Tags
    • Switch Project
    • Delete

Applying Actions to Selected Tasks

1. Assign Tasks

  1. Click the Assignee button on the sub toolbar.
  2. Select a team member from the dropdown menu.
  3. All selected tasks will be assigned to the chosen individual.

2. Set Dates

  1. Click the Date button on the sub toolbar.
  2. Use the calendar widget to select a start date and due date.
  3. The selected dates will apply to all selected tasks.

3. Add or Remove Tags

  1. Click the Tags button to view a list of available tags.
  2. Add or remove tags for all selected tasks as needed.

4. Switch Projects

  1. Click the Switch Project button.
  2. Select a new project and section from the list.
  3. The selected tasks will be moved to the specified project and section.

5. Delete Tasks

  1. Click the Delete button.
  2. Confirm the deletion in the dialog box 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

  • Real-Time Updates:
    • Changes are applied to tasks immediately.
  • Toaster Notification:
    • Displays a summary of the changes made.
    • Includes an Undo button to reverse the action if necessary.

By following this guide, you can efficiently manage multiple tasks in Trovve, saving time and keeping your projects well-organized.

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