Bulk Update Tasks in a Project

Last updated: March 13, 2026

When you need to shift due dates across a whole module, reassign a batch of tasks, or clean up after a project build, bulk actions let you make those changes in a few clicks instead of one task at a time.

Note: Bulk actions are currently available in Projects › List view only.

Step 1: Select Your Tasks

  1. Open a project and click the List tab.
  2. Check the checkbox to the left of each task you want to include.
  3. To select an entire module at once, click the checkbox next to the module name.
  4. A toolbar appears at the bottom of the screen showing how many tasks are selected and what actions are available.

Step 2: Choose a Bulk Action

From the bottom toolbar, select any of the following:

  • Edit details — Update key fields across all selected tasks
  • Complete — Mark all selected tasks as complete
  • Nudge — Send a single combined reminder email for all selected tasks
  • Comment — Add the same comment to each selected task
  • Duplicate — Create copies of the selected tasks
  • Save to Library — Convert selected tasks into reusable Library tasks
  • Delete — Permanently remove the selected tasks

Step 3: Edit Task Details in Bulk

  1. Click Edit details.
  2. A side panel opens with editable fields.
  3. Update any combination of:
    • Type (Customer or Internal)
    • Assignee
    • Assignee Restrictions
    • Start date and Due date
    • Status
    • Tags (Add or Remove)
  4. Use Clear value on applicable fields to remove the current value from all selected tasks.
  5. Click Apply to All to save, or Cancel to discard.

Tips & Troubleshooting

  • Nudges send one combined email. When you nudge multiple tasks, the assigned user receives a single email listing only the tasks they can see — not one email per task.
  • Not seeing checkboxes? Make sure you’re in Project › List view — bulk actions aren’t available in Calendar, Gantt, or other tabs.
  • Dates not applying as expected? Task dependencies or weekend exclusions may influence how start and due dates calculate.
  • Need to undo a bulk update? Check the task activity log to see what changed, then bulk-apply new values to correct.