Not planned

REQUEST: Bulk Edit tasks and edit permissions

We would also like to be able to bulk edit tasks and edit permissions



  • Hello Glen,

    Thanks for your feature request. 

    In regard to bulk editing Tasks, this is currently available when using our New Insightly Experience. You can update multiple items at once, provided you have permissions to access and edit them.

    1. Click a tab in the left navigation menu
    2. Select all records you'd like to change:
    3. Click one of the bulk editing options that appear above the list. The available options will depend on which page you're viewing.

    The only option not available for bulk editing Tasks is to edit the permission. You'll need to do that individually at this time. 

    Comment actions Permalink
  • Yes it's bulk editing of the permissions that we require urgently. I would love to see that added asap. We have over 2500 tasks that need their permissions editing urgently.

    Comment actions Permalink

Please sign in to leave a comment.