Applying Bulk Custom Field Values

Beantwortet

What is the best way to tag many tasks with custom fields? I want many tasks to show up in a dashboard, and rather than select each custom field value I would love to be able to select a custom field value for the project that could be applied to its tasks, or to mass select tasks and assign them a custom field value.


TIA

help.wrike.com/hc/en-us/articles/360010049154-Custom-Field-Management

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

Hi Sam!

Changing custom field values isn't currently an option in the "Mass Edit" feature, but it definitely should be! I suggested the addition of more options when mass editing in another post. If you think this would be of great value to the community, you can upvote my post here: https://help.wrike.com/hc/en-us/community/posts/360014637793-More-Mass-Edit-Options

In the meantime, the quickest workaround would probably be updating the tasks in the table view. That way, you can update them row by row without having to navigate to the task itself. The Export/Import feature could also be useful here, but I don't know enough about it to say for sure.

 

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

Update: I found this other post as well that is probably more helpful for you! https://help.wrike.com/hc/en-us/community/posts/115003373565-Mass-update-for-custom-field

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

HI there

We use custom fields heavily and editing every row is a giant pain and horribly resource inefficient. Really need a mass edit option please :-)

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

Hey Kate, thank you for reaching out 🙂

Please check out this Product Feedback thread - feel free to upvote it and add your comment. I'll update the thread when I have info from the Product team 👍

Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Lisa Wrike Team member Become a Wrike expert with Wrike Discover

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

Folllowing List for Post: Applying Bulk Custom Field Values
[this list is visible for admins and agents only]

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