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Bulk Update Tasks in a Project

Bulk Task Updates let you quickly edit many tasks at once. When you need to shift due dates, reassign work, complete multiple tasks, or clean up after building a project, the bulk selector helps you make changes in just a few clicks.

Dylan Main avatar
Written by Dylan Main
Updated over 2 weeks ago


Bulk Task Updates let you quickly edit many tasks at once. When you need to shift due dates, reassign work, complete multiple tasks, or clean up after building a project, the bulk selector helps you make changes in just a few clicks. This feature is available today in Projects → List and will soon be available in Playbooks as well.


Before You Begin

You must be in a project’s List view.
Bulk updates aren’t available in Calendar, Gantt, Responses, or other tabs.


Steps to Follow

1. Select your tasks

  1. Open a project and click the List tab.

  2. To the left of each task name, select the checkbox to include that task.

  3. To select an entire module at once, click the checkbox next to the module name.

  4. When one or more tasks are selected, a toolbar appears at the bottom of the screen showing the number of selected tasks and your available bulk actions.


2. Choose a bulk action

From the bottom toolbar, choose any of the following:

  • Edit details — Update key fields for all selected tasks

  • Complete — Mark all selected tasks as complete

  • Nudge — Send a single combined email reminder for all tasks the user can see

  • Comment — Add the same comment to each selected task

  • Duplicate — Create copies of the selected tasks

  • Save to Library — Turn the selected tasks into reusable Library tasks

  • Delete — Permanently remove the selected tasks


3. Edit task details in bulk

  1. Click Edit details.

  2. A side panel appears with the fields you can modify.

  3. Update one or more of the following fields:

    • Type (Customer or Internal)

    • Assignee

    • Assignee Restrictions

    • Start date

    • Due date

    • Status

    • Tags (Add or Remove)

  4. For certain fields, you can also choose Clear value to remove the current value from all selected tasks.

  5. Click Apply to All to save your changes, or Cancel to close the panel.

bulk-update

Tips & Troubleshooting

  • Nudges send one combined email.
    When you nudge multiple tasks, the assigned user receives a single email that lists only the tasks they have visibility into—instead of multiple separate emails.

  • Not seeing checkboxes?
    Make sure you're in Project → List, the only place bulk actions are currently available.

  • Dates not applying as expected?
    Task dependencies or weekend exclusions may influence start and due date calculations.

  • Need to reverse an update?
    Use the task activity log to see what changed, then bulk-apply new values if needed.

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