Expand my Community achievements bar.

Come join us for our Coffee Break this WEDNESDAY on top takeaways from Adobe Summit!

Assigning Tasks to Users in Bulk

Avatar

Level 10
So we use a lot of templates here, as we have a lot of "cookie cutter" projects. When we create the templates, we assign the tasks to specific groups within a skill set. Is there an easy way to go to a project and be able to assign all tasks assigned to team A to person A, without having to go to each task and make that assignment? Ian Plamondon Viasat Texas
3 Replies

Avatar

Level 10
Yes there are actually a couple of ways to do it. You can simply select all the tasks you want to change (select the first one – hold Shift – select the last one), then hit the Edit button, then Assignment, and make your changes. The other way is to open the project - More tab > Staffing > Scheduling > Swap button, then swap out what you want. Vic Alejandro, PMP, CSM | IT | Sr. Technical Project Manager Denver Water | t: (303-628-7262) | c: (303-319-6473) "http://www.denverwater.org/"> http://www.denverwater.org INTEGRITY | VISION | PASSION | EXCELLENCE | RESPECT

Avatar

Level 4
Yet another thing I do in on-object reports. I have a prompted report for each role/team, then you can select all and assign to each grouping. -- Melinda Layten, Senior Consultant Work Management Improvement CapabilitySource Phone: (484) 505-6855 site: www.capabilitysource.com email: melinda.layten@capabilitysource.com - we simplify your work so you can run your business -

Avatar

Level 3
Ian, just wondering if you found a way to do this.. assign tasks, but the templates are set up with teams; looks to me like the bulk scheduling functionality only works if the templates are built with roles Jim Grey Lincoln National Corporation