Action Plans: Bulk Edit Items within a Plan

Make Bulk Edits for Action Plan Items

When creating or editing an action plan, you can make bulk changes to items within your plan. Mark the checkboxes for the items you want edit, then choose how you want to update the item.

You can bulk add:

• Assignees
• References
• Records

You can bulk edit:

• Acceptance Criteria
• Due Date
• Item Status

You can also replace assignees if ownership of certain items has changed.

See Also

• Create an Action Plan
• Edit an Action Plan

If you would like to ask questions or share any feedback, please contact support@procore.com.