Many Tasks change throughout the lifetime of a case. Mass editing helps you keep up with those changes on multiple Tasks at once.
You can update the Color, Due Date, Assignee, Status, or Priority of several Tasks on a Matter at the same time.
Mass Editing Tasks
- Navigate to a Matter and locate the Task component on a Matter Stage.
- Click the checkboxes to the left of each task you want to edit.
- Click the box at the top of the row to edit all Tasks in that Stage.
- In the Update Selected Rows window that appears, select which field(s) you would like to edit. These include: Color, Due Date, Assignee, Status, or Priority.
- Make changes to the desired field(s).
- Click Apply and confirm the changes.