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Bulk Changes

Bulk actions include due dates, assigning to users, updating or completing the status, and updating priorities on work items.

Soraya Brown avatar
Written by Soraya Brown
Updated yesterday

The following article shows how to bulk update the items on your work list, work board or XBert Automation page.
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Sort your work list, work board, or XBert Automation to view just the tasks/XBerts you'd like to bulk update.


Work List / Work Board

  • Update your date range selector to select a period of items you want to update.

  • From your work list or work board, select the Bulk Actions icon on the header on the upper right corner.

  • Select the final work items that you want to update. Click Continue.
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  • Depending on your choice of action, you can select the due date, select a user or select a status or update the priority. Then click Continue.

  • Make the other necessary actions. Then click Update Notifications.

  • You should be redirected to the work board/work list, and the changes should be reflected.


XBert Automation

  • From your XBert Automation Board, select the Bulk Actions icon on the header in the upper right corner.

  • Select the final work items that you want to update. Click Continue.
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  • Depending on your choice of action, you can select the following bulk actions:

    • Update Process

    • Update Status

    • Update Assigned Roles

    • Update Estimated Time

    • Update Priority

    • Update Due Date

    • Update Risk Level

    • Update Risk Type

    • Update Active Status

  • Then click Continue.

  • Make the other necessary actions. Then click Update Notifications.

  • You should be redirected to the XBert Automation board, and the changes should be reflected.

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