Change status for a group of tasks

1

Do you have any suggestions on how to move group of rows to another group of rows?

For example;

Lets say I have five accounts and need to write a six tasks for week 19. When finished writing they are then ready for visual content.

How can I change the status for all tasks in week 19 for that account marked ready for “visual content”?

2

Perhaps some variant of FormulaMap would help to assign the same tag or flag to all of the completed tasks

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1 Like
3

@Henry_Martin could you post a picture of the table?

4

Hi @Henry_Martin here’s a couple options to more efficiently directly change them.

  • If you’re grouped by status, you can select all of the rows you want to change (shift+click on the row drag handles), and move them to the group for the updated status
  • First change one of the values, then copy the value. Then multi-select down the column the other cells you want to update with the new status, and paste.
  • You also could use lookup tables & formulas to make the status of all tasks match the status of the account (or vice-versa). The details depend a bit on your exact scenario and the flexibility you need
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5

Hey @Richard_Kaplan I have tried to find more info on FormulaMap and Upper, but don’t really understand how to use it. Can you point me somewhere for a better understanding? I didn’t find the Formula List helpful for these two.

@nathan does the first option work if I was dragging a group to a new status?

6

@Henry_Martin Could you perhaps post an image of your document so we can understand a bit better what you are trying to do?