Has anyone created an WF-to-WF automation to bulk edit Milestones on tasks? | Community
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MoniqueEvans
Community Advisor
Community Advisor
May 28, 2021
Question

Has anyone created an WF-to-WF automation to bulk edit Milestones on tasks?

  • May 28, 2021
  • 1 reply
  • 475 views

I'm trying something new with my projects and setting them on a new milestone path to better align our product development schedule. Because of that, I need to update a few thousand active tasks to adhere to the milestone path. Since we use templates, I can easily create a report to pull the specific tasks that need to be edited but you cannot bulk edit task milestones in WF.

I'm hoping one of you savvy folks already has a Fusion scenario you're willing to share.

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1 reply

Doug_Den_Hoed_AtAppStore
Community Advisor
Community Advisor
May 28, 2021

Hi Monique,

If you updated the milestone path on the original templates, you can use our Sync Template solution to push those new milestones to the related projects.

Alternatively, our Excel Updater solution would make short work of the updates in bulk...

Regards,

Doug