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Bulk Actions for Portal and Windows App

FORM OpX
November, 2023

For Portal Users

Our team continues working to speed filed operations and improve user experience. This November we are excited to launch our new bulk actions for Portal users. Now FORM OpX Portal users can apply changes to multiple tasks with just a few clicks.

How this works

Select 2 or more tasks at once and using a fast menu you can change or set the following task attributes:

  • Change status
  • Change assignee/reassign
  • Unassign
  • Assign to me
  • Change due date
  • Export

Card view

Table view

Want to learn more? Visit our Help Guide to get more details about bulk actions for tasks and task export.
Bulk Actions
Task Export

For Windows App Users​

This October, Bulk Actions feature was also released for all Windows app users.

Learn More

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