Suppose you have 15 work items, and you need their State, Release/Sprint be changed and a new common Tag assigned. There were several ways to do such massive update, but all of them are tedious or time consuming. But not now!
As soon as you select more than one item, you will notice a blue button for batch edit panel call. The only exception - Team and User Allocations, they won't be modified in a bulk.
Batch Actions are just one method of batch data update in Targetprocess. Find other available methods in dedicated article: How to migrate or import data to Targetprocess from other project management system
What fields are available in a Batch Actions panel?
Starting from 3.9.2 you can change State and Tags for a group of entities selected on a Board or One-By-One View in few steps.
Batch Action Panel is designed to suggest all editable fields, which are common for all selected items. It means, when you are going to change a parent Feature for a batch of User Stories, and occasionally one Request card type traps into this selection, then you won't be able to complete your intention. You should make a homogeneous selection in order to change specific fields. For example, if I select several Bugs and Epics, then I could change them State and add a tag. But I won't be able to update Iteration field or Severity, because Epics don't have such properties.
The same is valid for field values. In a State selector I will find only those states, which do for all cards in my selection. If my Epic and Bugs have absolutely different states and transition rules - I won't find any options available for selection in State field.
Starting with v.3.10.0, you can apply a lot more changes to a set of cards. Move several items to another Project; change their Release, Sprint, or Team Sprint; update the drop-down Custom Fields; change their parent Feature or User Story; assign several entities at once to a user.
In v.3.10.1 you can reset or set new efforts for a group of selected cards. Only roles, who are common for all selected cards, are available in a batch action panel. Here you can set a new effort number or reset it to zero. If you see a certain number in the Effort field, it means that all cards in the selection have the same effort set. The 'Set new' placeholder means there are different Effort value sets in different cards (if the selection is for a given role).
You will also be able to batch attach any Targetprocess entity to a group of cards as a Relation.
We've also added support for Custom Fields: Drop-down lists, Text, Number, Date, Checkbox, Multiple selection
Batch Add Comment
You will now be able to batch-add brief comments from the Batch Actions Panel to a group of selected items on a Board view.