Changing more than one task or project's custom field at once

Is there a way to change more than one task or project's custom field at once in the list view like you can change tags?

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos
5 Kommentare

Hi Andrew!

My first comment,  the fastest way to edit Custom Fields is in Table view.  Like shown in my example below.  % Complete is a custom field.

 

While certainly not the most beautiful solution;  you can also export tasks to excel, edit the custom field, and re-import. This will duplicate the tasks.  

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos
Avatar
Anastasia

Hey, Andrew and Patrick! @Andrew thanks for the question and @Patrick, thanks for helping out 🙌 I just wanted to point to an existing feedback thread about this, in case you're interested in popping over there and adding your vote: Mass Update for Custom Fields, and Excel import to Update Tasks.

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Hi Anastasia Z,

Please pardon me if I have missed something, but I am trying to understand how the information indirectly linked could be useful.

From what I can tell, using another application (Excel in this case), can produce data duplication. Cleaning up the export/import aftermath might defeat the purpose of the efficient solution one is looking for in the first place.

Additionally, from my limited experience the Wrike backup/restore process is not to be taken lightly, so this solution could be very problematic if any data corruption were to occur.

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Hi Patrick, the table view is the most efficient area to do this sort of change.

The list view allows for multiple selections, so I am asking the Wrike Santa to please give us users a feature where custom fields can be changed en mass like folders can.

Happy Holidays!

1
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos
Avatar
Stephen

Hi Andrew, thanks for coming back and for sharing this suggestion - it's a great idea.

You might also be interested in voting for Stuart's post about a Custom Field Manager which is a similar feature.

Happy Holidays and happy posting! 😊

2
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Folllowing List for Post: Changing more than one task or project's custom field at once
[this list is visible for admins and agents only]

Nach oben
Didn’t find what you were looking for? Write new post