Use batch actions to update multiple cards on views at once.
On Boards and Roadmaps, use a rectangle to select many cards. It is very similar to how you select multiple files in Windows Explorer or OS X Finder:
- Use SPACE + mouse to move the rectangle on the screen
- Use the SHIFT + mouse rectangle to add more cards into the selection
- Use Ctrl (Cmd on Mac) + mouse click to add a card into the selection
- Use the ALT + rectangle to remove some cards from the selection
On Lists, use Ctrl (Cmd on Mac) + mouse click to add cards into the selection one by one.
Example: assign a Tag to multiple items
Suppose you have 15 work items, and you need their State, Release/Sprint to be changed and a new common Tag assigned. There used to be several ways to do such a massive update, but all of them were tedious or time consuming. But not anymore!
Now, as soon as you select more than one item, you will notice a blue button which opens the Batch Actions Panel. The only exception is Team and User Allocations - they can't be modified in bulk.
Batch Actions are just one method of batch data update in Targetprocess. Find other available methods in this dedicated article: How to migrate or import data to Targetprocess from other project management systems
Fields available for Batch update
Starting with v.3.9.2, you can change State and Tags for a group of entities selected on a Board or a One-By-One View with just a few steps.
The Batch Actions Panel is designed to suggest all editable fields that the selected items have in common. This means, if you are trying to change a parent Feature for a batch of User Stories, but you accidentally include a Request card in your selection, then you won't be able to complete the action. You need to make a homogeneous selection in order to change specific fields. For example, if I select several Bugs and Epics, then I could change their State and add a Tag... but I won't be able to update Iteration or Severity, because Epics don't have such properties.
The same is valid for field values. In the State selector, I will only find states which are valid for all cards in my selection. If my Epic and Bugs have absolutely different states and transition rules, then I won't find any options available for selection in the 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 Portfolio (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 we added the ability to reset or set new efforts for a group of selected cards. Only roles which are common for all selected cards are available in the Batch Actions 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 implies that there are different Effort values already set for the different cards (if the selection is for a given role).
You can 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
Starting with 3.13.1 we added the ability to assign a Portfolio Epic to a number of chosen Epics and Features at once.
In v.3.13.10 bulk edit is supported in Roadmaps. It works the same way as in Board view: select several cards and click on the 'Edit X selected items' button. It's now possible to bulk assign cards to a Release, update Custom Fields, set Relations etc.
Batch Add Comment
You will now be able to batch add comments from the Batch Actions Panel to a group of selected items on a Board view.