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WORK MANAGER Bulk actions

Users of the WORK MANAGER Plan now have a number of bulk actions they can perform on multiple jobs.

These include:-

  • removing operative(s)
  • moving jobs to another date and/or operative(s)
  • bulk update
  • cancel job(s)

STEPS

  1. go to Jobs - home on the left-hand menu in your Work Group
  2. use the views & filter options to identify one or more jobs you wish to change:-

3. click the boxes on the left of each job you wish to change:-

4. a new 'Select an Action' dropdown box will appear to the top left of the jobs table:-

5. drop the box down and select the relevant option from the menu for the action you wish to perform.

6. If you select the 'Bulk Update' option a spreadsheet style interface is opened for you to edit multiple fields on the jobs selected. This a very handy way of changing several fields on a number of jobs.