Action Plans: Bulk Edit Items in Templates

Make Bulk Edits for Items in Action Plan Templates

When creating or editing an action plan template, you can make bulk changes to items within your plan. Mark the checkboxes for the items you want edit, then choose how you want to update the item.

You can bulk add:

• Assignees
• References
• Records

You can bulk edit:

• Acceptance Criteria
• Due Date
• Item Status

You can also replace assignees if ownership of certain items has changed.

See Also

• Create a Company Level Action Plan Template
• Create and Edit a Project Level Action Plan Template

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