Bulk Editing Tasks: A Comprehensive Guide

Introduction

This guide will show you how to bulk edit tasks in Easy8 using two available methods: directly through the context menu, or by opening the bulk edit page. This is useful for quickly applying changes to one or more task fields across multiple tasks without opening each one manually.

Target Audience

User + Administrator

Prerequisites

Access to Easy8
Permission to edit tasks
Multiple tasks available in the system

How to Bulk Edit Tasks

Step 1: Select Tasks

Open the task list from a project or the main menu.
Apply filters to narrow down the list, if needed.
Check the boxes next to the tasks you want to modify.

Step 2: Method 1 – Quick Edits from Context Menu

Right-click on one of the selected tasks.
The context menu will appear with direct edit options for individual fields like:

Assignee
Status
Priority
Tracker

Hover over the desired field and select a new value from the dropdown.
The change will be instantly applied to all selected tasks.

Step 3: Method 2 – Full Bulk Edit Page

In the same context menu, click on the Edit option.
This opens a new page where all selected tasks are listed.
You can edit multiple fields (such as assignee, status, priority, due date, etc.) from a unified form.
Leave fields blank if you don’t want them changed.
Click Save to apply the changes to all selected tasks.

Troubleshooting

No options shown in context menu: Ensure multiple tasks are selected before right-clicking.
Changes not applied: You may lack permissions for one or more of the selected tasks.

Conclusion

You have successfully edited multiple tasks in Easy8 using both quick-edit options and the full bulk edit page. This helps save time and ensures consistent task management across your project.