Bulk Actions in Tasks

In the Kanban view, clicking the three-dot icon next to a task allows you to: select tasks for bulk actions, copy, edit, archive, or delete the task, share it with a client, export it, change its project and stage, download any attached files, sync it to Google Calendar, or start a custom action.

This section covers only bulk actions. For all other actions, please visit Task Details > Actions.

Multi-Select

By clicking Select, you can select more than one task at the same time. A window pops us at the right corner of the screen, like this:

For the tasks you’ve selected, you can perform bulk actions such as Archiving, Editing, or Deleting. Under the Others button, you’ll also find options to Move Tasks, Copy Tasks, or Export Tasks to Google Calendar in bulk.

Bulk Task Editing: Assignees, Labels, and More

After selecting multiple tasks, click Edit in the modal that appears at the bottom right to make changes to all selected tasks at once:

• Update task priorities

• Assign the same client to all selected tasks

• Clear or set new start and due dates

• Add new labels

• Change assignees in bulk

Bulk Task Move: Change Project or State

From the Others menu, click Move to transfer multiple tasks at once to a different project or state.

Bulk Actions in Kanban States

At the top of each state column in Kanban view, you'll find a + button to add a new task and a three-dot menu for actions.

Perform bulk actions in states using the three-dot button:

• Edit: Bulk edit all tasks under that state.

• Move: Move all tasks in the stage to another state or to a different project and state.

• Archive: Archive all tasks under the state in bulk.

• Delete: Delete all tasks in the state at once.