Bulk Editing Tasks

25Live allows for editing multiple tasks (in bulk) based on saved task searches. 

Security Note

Bulk editing tasks requires the following permission in Series25 Group Administration tool permissions: Basic: 8.0 View Tasks List = Yes.

How to Bulk Edit Tasks

1. Go to the Saved Task Search

You can use the Go to Search button or the Search link in the More menu.Image: You can use the Go to Search button or the Search link in the More menu.

Navigate to the Search section using the Go to Search button in the top navigation bar. There is also a Search link in the More menu in the top navigation.

2. Choose a Task Search

Choosing a task searchImage: You must choose a saved search created by user rather than any Pre-Defined searches for bulk editing.

Be sure the Task search type is selected, and choose the search you want to use from the Saved Searches dropdown menu. You must select a saved search that was created by you or another user, such as those in the All of Your Searches section of the list. Pre-Defined Groups such as Completed cannot be selected for bulk editing.

If you don't currently have a saved search available that includes all the tasks you want to bulk edit, you may create and save a new saved search, then come back to bulk edit those tasks.

Use the Search button to run the search if the search doesn't automatically load.

3. Choose From the Tasks List after Selecting the Bulk Edit Option

Selecting Bulk Edit from the Search Actions dropdown.Image: After choosing a search, select Bulk Edit from the Search Actions dropdown.

On the search screen, use the Search Actions dropdown to select the Bulk Edit option.

Go to Actions butt9nImage: Select checkboxes for the tasks you want to include and click Go to Actions.

The Tasks List screen allows you to check which tasks you want to bulk edit. After selecting, use the Go to Actions button to continue.

4. Select and Run Available Actions

Select from the available actions from the Select Action dropdown menu. Each action has its own set of criteria to enter and notes about the action results.

Select actions dropdown optionsImage: Bulk editing options.

Add Assignees

  • Select the Add Assignees button 
  • Set the toggle search for a Security Group or individual Contacts
  • Select the new groups/contacts and click Done
  • Click Update to save your changes

Approve/Deny Tasks

  • Set the toggle to Approve OR Deny
  • Click Update to save your changes
Note: This edit will not skip tasks that have already been Approved/Denied.

Edit Task Comments

  • Add a new message in the Comment text box
  • Click Update to save your changes

Edit Task Respond By

  • Select the Date field 
  • Use the calendar picker to choose a new Respond by date
  • Click Update to save your changes