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SeanSykes
Level 2
October 6, 2023
Solved

Batch Assign Tasks

  • October 6, 2023
  • 2 replies
  • 714 views

Is there a way to assign multiple tasks in a project to a single user without clicking on each task one-by-one?

Sean

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Best answer by redhatgr

If I'm understanding correctly yes.

1. If you have Job Roles already set on the project plan go to the Workload Balancer within the project and Bulk assignments. Pick the Job role and the person and hit assign.

 

 

2. If you don't have job roles set, select all the tasks you want to assign them to and then click the pencil edit icon. Scroll to assignments and select the person.

 

 

 

 

2 replies

DeniseMoore
DeniseMoore
Level 4
October 6, 2023

I have built task filters for the roles that I'm responsible for assigning. Using the filter, I bulk edit the tasks assigned to that role.

Hope that helps.

R
redhatgrAccepted solution
New Member
October 6, 2023

If I'm understanding correctly yes.

1. If you have Job Roles already set on the project plan go to the Workload Balancer within the project and Bulk assignments. Pick the Job role and the person and hit assign.

 

 

2. If you don't have job roles set, select all the tasks you want to assign them to and then click the pencil edit icon. Scroll to assignments and select the person.

 

 

 

 

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