Is there a way for users (Workers) to bulk edit/ update tasks assigned to them? | Community
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MCriscella23
MCriscella23
Level 2
August 24, 2023
Solved

Is there a way for users (Workers) to bulk edit/ update tasks assigned to them?

  • August 24, 2023
  • 2 replies
  • 1570 views

I'm wondering if anyone knows of a way users can bulk edit tasks assigned to them (preferably from a report, if possible)? We have some users who are assigned multiple language/ translation tasks for different countries. We have these tasks broken up by each country because there are instances where only certain languages are needed and the ones not needed are removed by the Project Manager during setup. 

 

As such, on certain projects some of our users will be assigned to 3-8 tasks, which they are usually working on simultaneously and what they would like is a way to bulk update these tasks (mark as in progress, change the percent complete, mark as complete, etc.) instead of having to go into each individual task to update. 

 

I've tried a couple different reports/ settings in Workfront, but can't get it to work. FYI, this would be for users with Worker/ Plan licenses who have minimum of contribute access to the projects where these tasks live.

 

Any insights on how to make this work? Thank you! 

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    Best answer by Madalyn_Destafney

    Hi there, this is possible if these folks have MANAGE access to these tasks/projects. Reassigning tasks is considered managing a task. That’s why you’ve noticed that people who are project owners can reassign its tasks, because being a project owner inherently gives the owner manage access. 

    You can define what different licenses can do in their access levels in Setup. You just need to modify the access level and/or the licenses for these people and then you’re set.

     

    If you found this helpful, please mark correct to help others 😃

    2 replies

    Richard__Carlson
    Community Advisor
    Richard__CarlsonCommunity Advisor
    Community Advisor
    August 24, 2023

    I would make a basic task report and use layout templates to put it on a dashboard

     

    Project status equates with current

    Project users ID = $$user.id

     

    MCriscella23
    MCriscella23Author
    Level 2
    August 24, 2023

    Hi Richard - I set these filters within a report, but it didn't allow users to bulk edit their tasks unless they were listed as the project owner. I haven't tried it on a layout dashboard yet, but wondering if the functionality would be different? 

    Richard__Carlson
    Community Advisor
    Richard__CarlsonCommunity Advisor
    Community Advisor
    August 24, 2023

    Additional configuration within your environment may be necessary to give sufficient permissions

    Madalyn_Destafney
    Community Advisor
    Madalyn_DestafneyCommunity AdvisorAccepted solution
    Community Advisor
    August 24, 2023

    Hi there, this is possible if these folks have MANAGE access to these tasks/projects. Reassigning tasks is considered managing a task. That’s why you’ve noticed that people who are project owners can reassign its tasks, because being a project owner inherently gives the owner manage access. 

    You can define what different licenses can do in their access levels in Setup. You just need to modify the access level and/or the licenses for these people and then you’re set.

     

    If you found this helpful, please mark correct to help others 😃

    If this helped you, please mark correct to help others : )
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