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How to Apply Workflows to Projects in Bulk
How to Apply Workflows to Projects in Bulk
Travis avatar
Written by Travis
Updated over a week ago

It's essential to keep your 17hats account organized and clean, so you're not spending extra time finding documents, projects, clients, etc. and can focus on what you do best! 

One way 17hats helps you stay organized is with the ability to apply Workflows in bulk!

To be able to apply a Workflow to more than one project, first open the main Project Page. You'll need to change the project view from the grid format, to the list format if it's not already set before moving forward.

Once you're in the list view, you can use the checkboxes to select the projects you'd like to apply tags to.

As soon as you select a project a "Bulk Actions" drop-down will appear so you can opt to add/remove tags, archive or delete projects, or apply workflows in bulk!

After you have selected the projects in question, you can press 'Add a Workflow' to add apply a workflow to all those selected projects at once:

As every workflow requires a base date, you will have three options when applying your workflow:

  • User Project Date - Skip Projects Without Project Date

  • Use Project Date - Use Base Date Otherwise

  • Use Base Date For All Selected

*This feature may not be available on all plan types.

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