What is the process for bulk editing task-related information in Beeye?

Bulk Task Modifications

To modify task information in bulk:

Access to the Tasks Page: Start by going to the Tasks page in Beeye, where you can view all the tasks assigned within your organization.

Using the Quick Action Bar: This feature, located at the top of the page, offers an efficient way to bulk edit various information related to the selected tasks. Here are the steps to follow:

1. Task Selection: Use the checkboxes to select the tasks you want to edit. You can filter tasks by project, status, person in charge, or any other relevant criteria to facilitate your selection.
2. Bulk Editing: Once the tasks are selected, click on the button corresponding to the action you want to perform in the quick actions bar. You can:
   1. Change due dates to adjust deadlines.
   2. Switch the persons in charge to reassign tasks to other resources.
   3. Adjust time budgets to reflect updated estimates.
   4. Reset planning to clear existing scheduling.
   5. Launch automatic planning to optimize resource allocation.
   6. Delete tasks that are no longer necessary or relevant.
3. Confirming Modifications: After selecting the desired action, follow the on-screen instructions to confirm and apply the changes. A configuration panel will open, allowing you to specify the details of the modification for each task.

Advantages of Bulk Editing

• Time Saving: Allows for quick and efficient management of large quantities of tasks without having to edit them one by one.
• Consistency: Ensures uniformity in updating information, thus reducing the risk of errors or omissions.
• Flexibility: Offers the ability to quickly adjust plans and responsibilities according to changing project needs.