Editing and Closing tasks

In this guide, you will learn how to batch edit and close tasks and the most frequent reasons why you might decide to do so.

Editing tasks

Head to projects (1) and select the project you want to edit tasks for. Once selected, go to the Operations tab (2). Tick all the tasks you want to batch edit (3).

In case you need to select all tasks of a specific proposal item, task type, period of time etc. you can filter the tasks by clicking the "Filters" button. Select your filters and click "Apply".

You can then tick the "Select All" box at the top left corner to pick all filtered tasks.

Once you select all tasks, click "Actions" (1) and "Edit" (2).

At the top of the screen, you can see a list of all the selected tasks. You can then edit any of the available fields.

In the table below, you can find a list of all the available fields and some possible reasons why you might choose to batch edit them. Once you have selected your edits, click "Save".

Field	Possible editing reason
Name	Occasionally, managers might mistakenly use the wrong name for a task, and then all copied tasks will inherit the wrong name.
Schedule Color	Some clients are marking urgent tasks as red. You can change their color in batches based on your filters or selections.
Proposal Item	Similar to the name, it is somewhat common for managers to mistakenly use the wrong proposal item for the recorded works and hours.
Type	In case some tasks will have to be changed from office to field or vice versa.
Start	It would be really helpful if there were several tasks scheduled to start on a certain date, but the client has decided to delay the commencement of the work.
End	As above, but this time in case we will have to add extra days to several tasks.
Show on Weekend	If we want many tasks to be shown on weekends.
Details	To quickly change the details visible to employees with those tasks under their name.
Closed	You can define the date you want the tasks to be closed. See chapter below.
Tags	Easily add tags to many tasks.
Team	When you select the team you need for the tasks, it will update all of them. This is useful if you have multiple tasks set for numerous days or weeks of work.

Closing tasks

Some projects might take several weeks, months, or even years to be fully completed. In most cases like these, there is an abundance of tasks listed in a project. Normally, this is not a problem. However, there are instances where tasks need to be closed. For example, employees might have to select a project and task under their timesheets. Having a multitude of tasks might confuse employees, as seen in the image below (note the number of tasks indicated by the scrollbar):

Another reason why closing tasks is helpful is in cases where we should not record any further hours under certain proposal items. This may be happening because some proposal items have outdated cost rates.

To close tasks, follow the steps outlined in the chapter "Editing tasks" above.

Note that if you close tasks, they will not be editable in the schedule. As shown below, closed tasks are indicated by a warning sign (1) instead of arrows (2) that prevent their movement.