Bulk editing allows you to change certain settings at once for multiple Pins or Tasks. For example, you can quickly transfer tasks from one person to another or create the same task in multiple Pins.
Additionally, you can create the same task in multiple Pins.
This editing option is only available in the Web app.
To gain a comprehensive understanding of this feature, you can also attend the part of our live seminar that deals with bulk editing. The seminar includes practical demonstrations and explanations and provides a visual guide to effectively using this tool. Visit the seminar at this link and improve your skills in handling bulk editing.
Edit Multiple Pins
Only open Pins can be edited.
Open the Pin list in your Project by Clicking on
Pinsin the left menu.Select the Pins to be edited. To do this, Click in the last column in the box. The selected Pins now have a white checkmark on a black background.
Click on the pencil icon to open the editing menu.
Select
Edit.Make the desired changes.
Save the changes with
Confirmor discard the changes withCancel.
Available Editing Options
The following changes can be made via bulk editing:
Title: overrides all existing Titles
Status: changes the Status (open, closed, inactive)
Category: assigns a new Category
Remove Dataset Link: Remove linked Datasets for all selected Pins
Add Dataset Link: link another, already available, Dataset from the menu under
Datasetor assign new values from an existing Dataset underDataset linkEdit Tags: Delete or add Tags for all selected Pins. If the Tag is dark gray, it is assigned to all selected Pins. If the Tag is light gray with a dark border, it is only assigned to one or some of the selected Pins. When you Click on a light gray Tag, it turns dark gray and thus assigned to all other selected Pins. If you want to add a new Tag, Click in the
Add TagField and type the new word. By Pressing the Enter key, the Tag is created. You can add multiple Tags.
Do not forget to apply all changes with Confirm.
Adding a Task to Multiple Pins via the Pin List
Open the Pin list in your Project by Clicking on
Pinsin the left menu.Select the Pins to be edited. To do this, Click in the last column in the box. The selected Pins now have a white checkmark on a black background.
Click on the pencil icon to open the editing menu.
Select
Add Task.Create the Task with all necessary details.
Under
Selected Pins, you can adjust the selection of Pins if necessary.Confirm with
Create Tasks.
Edit Multiple Tasks
Only open Tasks can be edited.
Open the To-do list in your Project by Clicking on
Tasksin the left menu.Select the Tasks to be edited. To do this, Click in the last column in the box. The selected Tasks now have a white checkmark on a black background.
Click on the pencil icon to open the editing menu.
Select
Edit.Make the desired changes.
Save the changes with
Confirmor discard the changes withCancel.
Available Editing Options
The following changes can be made via bulk editing:
Title: overrides all existing Titles
Status: changes the Status (open, closed, inactive)
Assigned to: assigns all selected Tasks to a new owner
Due date: adjusts the Due date for all Tasks
Repeat: sets repetitions for all Tasks
Adding a Task to Multiple Pins via the Task List
Open the To-do list in your Project by Clicking on
Tasksin the left menu.Click on the
New TasksFunction button.Create the Task with all necessary details.
Under
Selected Pins, select the Pins in which this Task should be created. To do this, Click on the appropriate Function button. In the List, select the Pins to be edited by Clicking in the last column in the box. The selected Pins now have a white checkmark on a black background. Confirm withAdd Selected Pins. If you want to create the Task for all Pins in the List, Click on theAdd All PinsFunction button, without activating a Pin first.Confirm with
Create Task.