Take Bulk Actions

The Tasks List page (through Advanced Search) allows Eclipse PPM users to take action on multiple Tasks at once. This saves users from having to visit each individual Task in order to make their desired changes.

The following bulk actions can be taken on Tasks:

Mark Tasks as complete
Update Task Category
Update Task Property values
Add / Remove Tasks to / from My Work
Follow Tasks

To mark Tasks as complete:

Select Search from the Icon bar.
Select Tasks:

Note: This opens up the Tasks page.
(Optional) Apply a filter to the Tasks page to narrow down the Tasks to choose from:
Click the Bulk Actions button.
Select the checkboxes of the tasks you would like to mark as complete.

Note: Selecting the top checkbox will select all of the tasks currently on the page.
Select Complete Task... from the "More Actions" drop-down menu:
(Optional) Adjust the percent complete bar to something other than 100% if you would like to apply a different percentage to the selected tasks.
(Optional) Click the Add a Comment? button to attach a comment to your action.

Note: This gives the option to notify other Eclipse PPM users of your changes as well as attach tags to your comment.
Click the Save button.

After clicking Save, the percent complete of your selected tasks will be updated.

To update Task Categories:

Select Search from the Icon bar.
Select Tasks:

Note: This opens up the Tasks page.
(Optional) Apply a filter to the Tasks page to narrow down the Tasks to choose from:
Click the Bulk Actions button.
Select the checkboxes of the tasks you would like to update.

Note: Selecting the top checkbox will select all of the tasks currently on the page.
Select Update Task... from the "More Actions" drop-down menu:
Select Task Category from the "Update Field" menu:
Select a new Task Category for the task from the "New Value" drop-down menu.

Note: Eclipse PPM administrators can manage the list of Task Categories from the Administration page.
(Optional) Click the Add a Comment? button to attach a comment to your action.

Note: This gives the option to notify other Eclipse PPM users of your changes as well as attach tags to your comment.
Click the Save button.

After clicking Save, the selected tasks will all share the designated Task Category.

To update Task Property values:

Select Search from the Icon bar.
Select Tasks:

Note: This opens up the Tasks page.
(Optional) Apply a filter to the Tasks page to narrow down the Tasks to choose from:
Click the Bulk Actions button.
Select the checkboxes of the tasks you would like to update.

Note: Selecting the top checkbox will select all of the tasks currently on the page.
Select Update Task... from the "More Actions" drop-down menu:
Select a Task Property to edit from the "Update Field" menu:

Tip: Task Properties are all marked with "Property - " in the drop-down menu.
Select a new value for the Task Property:

Note: Task Properties that are multiple-select (more than one value can be chosen) offer two options for applying values to tasks:

Merge existing selections with these items: The selected values will be added on top of the current values of the selected tasks. No existing values on the tasks will be removed.
Replace existing selections with these items: The selected values will erase the current values of the task and replace them.
(Optional) Click the Add a Comment? button to attach a comment to your action.

Note: This gives the option to notify other Eclipse PPM users of your changes as well as attach tags to your comment.
Click the Save button.

After clicking Save, the Task Property values will be applied to your selected tasks.

To add / remove multiple Tasks to / from your "My Work" panel:

Select the Search button from the Icon bar:
Select Tasks:
Select the Bulk Actions button:
Select the checkboxes of the listed Tasks that you would like to add or remove from your "My Work" panel:

Tip: Selecting the checkbox in the column header will automatically select all checkboxes.

Tip: You can apply a filter to the results on the Advanced Search page to make it easier to find Tasks.
Open the More Actions menu:
Select Add to My Work to add the selected Tasks to your "My Work" panel

OR

Select Remove from My Work to remove the selected Tasks from your "My Work" panel:

After selecting one of the options above, the selected Tasks will either be added to or removed from your "My Work" panel. A confirmation message will appear in the top right-hand corner of the screen:

To follow tasks in bulk:

Select Search from the Icon bar.
Select Tasks:

Note: This opens up the Tasks page.
(Optional) Apply a filter to the Tasks page to narrow down the Tasks to choose from:
Click the Bulk Actions button.
Select the checkboxes of the tasks you would like to follow.

Note: Selecting the top checkbox will select all of the tasks currently on the page.
Select Follow from the "More Actions" drop-down menu:

After clicking Follow, you will receive updates whenever changes are made to the selected tasks. These tasks can easily be unfollowed by selecting Unfollow from the "More Actions" drop-down menu.