Bulk edit records

It's often easier to update or edit records in bulk than individually. The Reports > List page allows you to bulk edit most record types, including goals, initiatives, releases, master features, features, requirements, ideas, and to-dos.

When you select one or more record in the report, the Bulk edit button appears. You can bulk edit any records that you have the permissions to edit. 


When you click Bulk edit, you'll get the option to edit data for the currently selected primary record type in the following ways:

  • Change standard and custom fields
  • Send records to your development tool, such as Jira, TFS, and other configured integrations
  • Add or remove linked strategic goals, initiatives, or master features
  • Delete records

Once you've selected the information you'd like to update, click the Apply button to quickly update all of the selected records. 

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