Bulk actions
Overview
The Tasks page also provides the ability to perform bulk actions, such as selecting tasks and assigning performers.
The main features include selecting multiple tasks at once to perform bulk actions, assigning performers through a pop-up menu, and changing the way tasks are displayed by expanding or collapsing groups. In this guide, you'll learn how to use the multiple selection feature, what actions are available for selected tasks, and how to assign performers.
Basics
Bulk actions that can be performed with tasks:
Assign user
Change task status
Assign user
The Assign User button allows to select tasks and assign them to a specific user via the Users pop-up menu.
Only 1 user can be selected from the “Users” dropdown list
The list shows all active users in the system in alphabetical order, with the “Not assigned” option always at the top
If the task has more than one slot, the Assigning performers to tasks modal window opens
The number of slots for assigning must be equal and task statuses must be "To do"
Let's get closer to specific scenarios and how it works.
Assigning Users to Tasks with 1 Assignment Slot
All tasks have 1 slot for assigning.
Select one or more tasks for assigment
Click "Assign user" button in the top panel OR click on the assignee icon in the "Assignee" column
System displays a dropdown with users (active users listed A-Z with "Unassigned" at the top) and a search bar
Select a user from the dropdown list
System assigns the selected tasks to the selected user
System updates "Assignee," "Assignee Position," and "Assignee Department" cells
Notifications are sent to user in the mobile application
Assigning Users to Tasks with Multiple Assignment Slots
Select one or more tasks for assigment
Click "Assign user" button in the top panel
"Assign performers to tasks" modal opens
Select a user for each slot from the dropdown list
After choosing click on the "Save" button
System assigns the selected tasks to the selected user
System updates "Assignee," "Assignee Position," and "Assignee Department" cells
Notifications are sent to user in the mobile application
Also there is option to assign several users through the cell. In this case assignment is made for each user separately as in the first scenario.
Task status change
The "Change task status" button allows to bulk status change of multiple tasks that share the same status directly from the Task page. This action is restricted to tasks not associated with root productions in Done or Cancelled statuses.
Status change is possible only if:
If at least one of these conditions is violated, the system blocks the status change button and displays a tilt for the user.
Also, important to know that tasks cannot be interacted with during the bulk status change to maintain data integrity and prevent conflicts.
Let's get closure to steps which must be done to change status for several tasks.
Bulk status change
Select one or more tasks for status change
Click "Change task status" button in the top panel
System displays a dropdown with avaliable status to change
Select a status from the dropdown list
Apply the cganges for selected tasks
System status for selected tasks
When processing is completed, the system:
Updates the status of the tasks on both web and mobile
Displays a summary badge for 30 seconds indicating the status change
Applies side effects based on the new status as per the system logic
Handling Interactions During Processing
While the bulk change is processing, tasks are locked for interaction:
On the web, a tooltip displays: “You can’t edit the task while the request is processing.”
On mobile, an information pop-up is displayed.
Summary Badge & Details
If the user clicks See details on the summary badge, the system opens the Summary Details pop-up:
If all status changes are successful, it shows a success state.
If any task failed to change status, it displays the failed items.
Bulk status change improves efficiency by reducing manual interactions and provides more visibility during processing.
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