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Update many jobs at once

LiveFor: Manager

Select rows to move, assign, change status or due date.

  1. Tick the jobs, in List view or on the board’s cards. Select all work items ticks every row on the page.

    Work in List view with three rows ticked and the Bulk actions toolbar showing Reassign, Work Status, Due Date, Extension and Delete.
    Tick jobs, then choose a bulk action.
  2. Choose an action:

    • Reassign: a new assignee, or Unassigned.
    • Work Status: a new status; optionally Also mark all tasks as completed.
    • Due Date: a new due date.
    • Extension: None, Required, Filed or Rejected.
    • Queue Position: move to top or bottom, where queues are used.
    • Delete: delete the jobs, after confirming.
  3. Confirm in the dialog.

Still need help?

Ask your firm's BMS admin first: they can see your access level and your firm's settings. Clients of a firm should contact their accountant.

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