Perform Bulk Actions on Snag List Items
Objective
To use the Bulk Actions menu in the Snag List tool to perform bulk edits on a batch of snag items.
Background
The Bulk Actions menu in the Snag List tool lets you perform the same action on a batch of snag items.
Things to Consider
- Required User Permission:
- 'Admin' level permissions on the project's Snag List tool.
Steps
Choose from these options in the Bulk Actions menu.
- Use Bulk Actions > Edit in the Snag List Tool
- Use Bulk Actions > Delete in the Snag List Tool
- Use Bulk Actions Retrieve in the Snag List Tool
- Use Bulk Actions Close in the Snag List Tool
- Use Bulk Actions > Reopen in the Snag List Tool
Use Bulk Actions > Edit in the Snag List Tool
- Navigate to the project's Snag List tool.
- Locate the snag list items that you want to modify and then:
- To select all of the snag items in the list, mark the checkbox at the top of the left column.
OR - To select one or more of the snag items in the list, mark the check box to the left of each desired snag list item.
- To select all of the snag items in the list, mark the checkbox at the top of the left column.
- Choose Bulk Actions > Edit .
Note: The Bulk Actions menu is supported in the My Items, All Items, and Recycle Bin views. - Edit these fields as you want for the selected snag list items:
- Title. Edit the title for the selected items.
- Type. Select the type for the selected items from the drop-down list.
- Priority. Select the priority for the selected items from the drop-down list.
- Trade. Select the trade associated with the item from the drop-down list.
- Add an Assignee. Select an assignee to the Assignee Name field on the selected items.
Note: If a snag item has multiple assignees, you can remove all of the assignees by selecting Clear all Assignees from the list box and clicking Update. - Due Date. Set a due date for the selected items.
- Snag Manager. Select the person on your team who is responsible for overseeing the resolution of the selected items.
- Final Approver. Designate the final approver for the selected items.
- Location. Edit the location of the selected items.
- Reference. Edit the reference for the selected items.
- Click Update.
Use Bulk Actions > Delete Snag List Items
- Navigate to the project's Snag List tool.
- Locate the snag list items that you want to modify and then:
- To select all of the snag items in the list, mark the checkbox at the top of the left column.
OR - To select one or more of the snag items in the list, mark the check box to the left of each desired snag list item.
- To select all of the snag items in the list, mark the checkbox at the top of the left column.
- Choose Bulk Actions > Delete.
- Ensure a tick appears next the wanted items. Then click Delete.
Use Bulk Actions > Retrieve Snag List Items
- Navigate to the project's Snag List tool.
- Click Recycled Items.
Note: The Retrieve menu option is the only option available in the Recycled Items tab. - Locate the snag list items that you want to modify and then:
- To select all of the snag items in the list, mark the checkbox at the top of the left column.
OR - To select one or more of the snag items in the list, mark the check box to the left of each desired snag list item.
- To select all of the snag items in the list, mark the checkbox at the top of the left column.
- Choose Bulk Actions > Retrieve.
- Ensure a tick appears next to the wanted items. Then click Retrieve.
Use Bulk Actions > Close in the Snag List Tool
- Navigate to the project's Snag List tool.
- Locate the snag list items that you want to modify and then:
- To select all of the snag items in the list, mark the checkbox at the top of the left column.
OR - To select one or more of the snag items in the list, mark the check box to the left of each desired snag list item.
- To select all of the snag items in the list, mark the checkbox at the top of the left column.
- Choose Bulk Actions > Close.
- Ensure a tick appears next the wanted items. Then click Close.
Use Bulk Actions > Reopen Snag List Items
- Navigate to the project's Snag List tool.
- Select Status from the Add Filter menu. Then select Closed from the secondary drop-down list.
- Locate the snag list items that you want to modify and then:
- To select all of the closed snag items in the list, mark the checkbox at the top of the left column.
OR - To select one or more of the closed snag items in the list, mark the check box to the left of each desired snag list item.
- To select all of the closed snag items in the list, mark the checkbox at the top of the left column.
- Choose Bulk Actions > Reopen.
- Ensure a tick appears next the wanted items. Then click Reopen.