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Edit activities in batch

How to edit activities in batch?


The batch editing feature allows you to make changes to multiple activities at the same time.

Step 1: Go to the Activities tab of the main menu.

Step 2 : Click on the icon ''List'' which is located in the upper left corner of your window.

Step 3 : Select several activities and click on the icon ''Edit'' located in the upper right corner of the window.

Tip: To select multiple activities, use the CTRL or Shift keys on your keyboard. To learn more, see the Keyboard Shortcuts article.

Step 4: Edit your activities from one of the five icons in the upper right corner of the window.

Tip: Drag your cursor over the icon to display its function.

You will then have five editing options:

  1. Change the date;

  2. Change the hourly rate;

  3. Change the status of activities;

  4. Move activities to another folder;

  5. Change the recipient of the activities.

Step 5: Save your changes using the green check mark.

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