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. 

bulk-edit-records.png

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. 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request