Bulk-actioning a list of open items

Practical steps

1. 1

   Filter the issue list to the records you want to action. Filter by sub-contractor, type, or due date.

2. 2

   Tap Select. Tap each record's checkbox, or tap Select All if you want every record in the filter.

3. 3

   A bulk-action menu appears at the bottom. Common actions: Reassign, Update due date, Close, Add comment.

4. 4

   Pick the action. Confirm the action affects the count shown in the menu, not just one record.

5. 5

   Tap Apply. Confirm the change appears on each record by reopening one or two at random.

Key takeaways

• Filter first, select second. Bulk-selecting an unfiltered list is how mistakes happen.
• The count shown in the bulk-action menu is the safety check. Confirm it matches what you intended.
• Random-sample a few records to confirm the bulk action actually applied.