Dashboard > List/People View > Actions
Permissions
Always remember to ensure the correct people have the appropriate permissions to access your company and project data. This can be done per individual or by applying Permission Templates.
In order to Bulk Edit projects, users will need Edit permissions for Projects and/or Projects (assigned)
Make edits to your projects quickly and efficiently with our Bulk Edit function in the Actions menu on your Dashboard.
To start, your Dashboard view should be set for either the List or People view.
Next, select the Projects you wish to edit by checking the boxes beside each one. (Note; Select ALL Projects by checking the box above them)
Once selected, open the Actions dropdown and select "Bulk Edit"
Your Bulk Edit options will appear on a new pop up screen
*Note; the number in brackets denotes the number of Projects selected
Bulk Edit Options
Tags
Tags
Add one or multiple Tags to your projects.
Check the box beside the "Tags" option
Click inside the Tags field to display your list of Project tags, and select the Tags you want to apply to your chosen projects
Click "Save"
Start/End Dates
Start/End Dates
Adjust either the Start or End dates (or both) of your projects.
Check the box beside the Start or End Date options
Enter the new date(s) in the field(s) provided
Click "Save"
Geo-fence Radius
Geo-fence Radius
Adjust the radius of your Geo-fence for certain projects.
Check the box beside the Geo-fence Radius field
Choose the radius you want from the drop down
Click "Save" to save your changes
Office Manager
Office Manager
Assign your Office Managers to multiple projects at once.
Check the box beside the Office Manager field
Click in the field to bring up your list of users
Select your new Office Manager
Click "Save" to set your changes
Field manager
Field manager
Assign your Field Managers for multiple projects
Check the box beside the Field Manager field
Click inside the field to bring up your list of users
Select your new Field Manager
Click "Save" to save your assignment
Status
Status
Complete or set Active multiple projects at one time with the Status field in Bulk Edit
Check the box beside the Status field
Select from the Status options
Click "Save" to update your Status