Bulk edit multiple tasks
Overview: bulk edit multiple tasks
Bulk edit updates many active tasks in one action, which is used when you need the same status, detail change, or delete across a batch of punch list items or issues.
For spreadsheet import, see Import Tasks from Excel.
- Your role must allow you to edit the assigned tasks.
- You can find the menu at Punch list items and Tasks - Menu - Bulk edit many tasks.
- This changes status and details on every selected task at once.
How to bulk edit multiple tasks
- Go to Punch list items and Tasks in the left sidebar.
- Click the Menu icon.
- Select Bulk edit many tasks.
- Select the tasks to edit by checking the boxes on the left.
- Click any one of the selected tasks to open the bulk edit view and make your changes.
Results: bulk edit multiple tasks
- All selected tasks receive the same changes
- Status updates such as Closed appear immediately in the list
- A green highlight can confirm completed tasks in the view
Troubleshooting: bulk edit multiple tasks
Problem | Cause | Solution |
|---|---|---|
Bulk edit option not visible | Your role or user group cannot edit these tasks | Ask a Manager or Admin to raise your role or adjust group edit rights |
Changes did not apply to all tasks | Some tasks were not selected | Reselect the task checkboxes and run bulk edit again |
Cannot edit a task | Task is closed or not active | Reopen the task, then include it in bulk edit |
Updated on: 07/26/2026
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