Template/Bulk Updates to existing projects
Amanda Aparicio
Would like to make an update to the Template tasks or projects and have it prompt me to update all existing projects using this template. Otherwise any changes have to be made individually across all clients, which is time consuming and prone to human error.
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Autopilot
Merged in a post:
Bulk Status Update Across Multiple Selected Projects
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Natalie Fong-Yee
Users working several client projects at once want to select multiple projects and change their status together in one action, rather than opening and updating each project individually.
Autopilot
Merged in a post:
Bulk Select and Update Multiple Projects at Once
N
Natalie Fong-Yee
Users working several projects at the same time need the ability to select multiple projects and update their status, tags, or other fields all at once, instead of opening and updating each project individually. This would reduce repetitive manual updates for firms tracking many files in parallel.
Autopilot
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Need to be able to mass update projects
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Ushir Shah
Need to be able to mass update projects when the template it was based on is updated with new tasks or renamed tasks.
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Tiffani Chavez
This is a major pain point for us. We really need to be able to add a task, automation, or change to a template and then be given the option to push to all existing projects. Perhaps it could only insert, delete, or update at the task level and leave everything else the same. After saving the change to the template you could have the option to push out to existing open projects or not. Happy to jump on a call with someone to help spec it out.... and test later.
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Tiffani Chavez
I want to add that we had to hire an admin assistant where part of her role is to make changes to existing projects and tasks in FC.
Amanda Aparicio
Merged in a post:
Workflow update
R
Rachel Volm
Implement an option to update all active workflows on clients once the template received changes/updates.
Amanda Aparicio
Merged in a post:
Changes pushing forward
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Tammy Hoffman
I'd like to see the changes made in the template be pushed into any project that is already setup so I don't have to go into each one and change it.