There are times when managing your work when it makes sense to make changes to multiple actions or multiple flows at the same time. Some examples:
- You just completed a bunch of work and you want to mark all that work as done all at once
- A team member just called in sick and you need to change the owner on a bunch of their actions
- You had some actions due yesterday that you never got to do, but you can get them all done today
To edit actions or flows in bulk:
- Select one or more items in a worklist
- Click the select box at the top of the list to select all items
- Click the Edit button to open the bulk edit sidebar
- Make the edits as needed
- Click Save to finish
Edits able to be made in bulk:
- State
- Owner – Tip: If you see only roles in the drop menu, filter the worklist to a specific group then you'll be able to assign a team member in bulk.
- Due Date, Time – Tip: Time can be edited in bulk when all selected actions have the same date.
- Duration