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Bulk Update Task due dates WITHIN a project

It would be great if I could do a bulk update to tasks within the PROJECT view and not only TASK LIST view. That way when I need to shift all the due dates for a single project, I don't have to search for each task individually within the task list.

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10 comments
  • Official comment

    Hello everyone,

    Happy to report that update via import has been released: With Insightly’s improved Import Wizard, you’ll never have to manually update numerous records again. Learn more about it in our help articles. And, if you just want to learn about importing to Insightly, in general, consult our Importing Guide.

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  • 100% agree. You are bringing up a very good point. Dealing with tasks specific to assets like projects / contacts / etc. is very tough. Projects get moved all the time. Changing tasks associated to them shouldn't be hard if you have the list of them right in front of you. Great share, Julie.

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  • It's especially annoying if you're trying to update due dates of task within a project that has a pipeline activity set of tasks applied. Since you can't search for tasks within the task list by project name, if you've applied the same activity set across multiple projects, there is no way to filter them within the task list so that only the tasks within a single project are visible. That means there's no workaround. Right now, you have to go to the project and then go in to edit each individual task. Major PITA.

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  • Thanks for the feedback! This is a great suggestion and has my vote.

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  • Hi Everyone! We just released an improvement that allows you to shift all subsequent dates of tasks and milestones related to a project's milestone. Hopefully, this helps with your request! 

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  • Does this update only apply to milestones? Unfortunately, I only use pipelines so this does not help if it only works with milestones. What I'm really hoping to do is be able to select multiple tasks within the task tab of a project view and update the due dates for all of the tasks for that individual project. This function exists within the overall list of tasks, but not within an individual project. 

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  • I know this thread is a few months old but my company needs this feature also. It would be great if we could edit a project due date and the associated tasks adjust automatically accordingly. For instance, if the project due date is June 5th and we change it to June 8th, then every associated task should automatically add three days to their due dates. The other part to this is that any tasks that have been completed, need to stay completed when the due dates update.

    Is this being considered / voted on? It is really cumbersome to update projects that have 40 tasks associated. In the music biz album release dates get moved around very often and we have to move dates for the entire associated process. It's a big deal.

    We do not use Milestones so the above mentioned solution is not a good fit.

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  • I agree with Jay. Would someone from the insightly team let us know if there are other ways to bulk update the tasks associated with a project? I don't use milestones either. 

     

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  • I would also like an update on this feature for pipelines. Thanks.

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  • The fix doesn't work for pipelines. The ability to push these forward would be very very useful

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