Bulk assign items to contacts in your schedule

The Bulk Assign tool allows you to add or replace assignees and followers for selected Projects and Tasks in your schedule.

To add an assignee and followers to two or more items at once, follow the steps below.

Step 1:  Go to your project's Schedule

Navigate to your Management module and click on the Scheduling tool to access your project's Schedule.

Step 2:  Select items

Click on an item in your schedule, then hold the SHIFT or CTRL key and click to select multiple items.

Note:  Bulk Assign applies to Projects and Tasks only (milestones are excluded.)

Step 3:  Click the "ASSIGN" button

Click the "ASSIGN" button located on the bottom toolbar.

Step 4:  Review selected items

Review your selected items before adding your assignees and followers. 

Note:  All current assignees and followers will be replaced by your selection

Step 5:  Add assignee and followers

Assignees and followers of tasks can view, edit and add comments to schedule items. They are also kept in the loop with any comments or changes to schedule items.

Select one assignee and any number of followers by typing in to the related search fields and selecting each from the list.

Step 6:  Notifications 

After bulk assigning items in your schedule, each assignee and follower receives an email notification like the one in the example below.

Recipients can also click the "View Task" button to view the schedule items and related files via the interface.

Example: Schedule email notification - bulk assign items

If you have any questions about Scheduling, shoot us an email at [e-mail] and our customer success team will be in touch.