There may be instances when you wish to make mass changes to existing tasks. Depending on what you wish to change, the process differs. Below is a list of the procedures for each primary task field.
Please click here for specific instructions on changing the owner of multiple tasks.
Currently, you can append comments to multiple tasks by highlighting all the tasks and click the Add Comments button on the left. The new comments will be added to any existing comments, but it will not overwrite them or delete them.
If you wish to overwrite or delete comments en masse, follow the steps at the bottom of the article entitled, "."
Do not attempt to mass change the type of tasks. This will cause massive problems to your system. If you wish to change task types, we highly recommend deleting the existing ones and recreating the new ones.
Task Deadline Types
Task Fee / Expense Caps or Budgets
If you wish to change the client for existing tasks, please do so at the matter level, not the task level. Once the matter client has changed, all the tasks will follow suit.
Task Edits with Excel Exports and Imports
You can also change task details, en masse, by exporting the tasks to Excel, making changes there and reimporting the altered tasks. Below are the steps.