Batch Operations

When you need to update many tasks at once — marking a phase complete, reassigning work from one sub to another, or cleaning up old tasks — editing them one by one is tedious. Batch operations let you select multiple tasks and apply changes to all of them in a single action.

Selecting Tasks

When batch operations are enabled, each task row in the task list displays a checkbox on the left side. Click checkboxes to select individual tasks, or use the header checkbox to select all visible tasks at once.

Your selection is tracked by task ID and persists as you scroll through the list. However, the selection is automatically cleared when you change filters, switch tabs, or perform a search — this prevents you from accidentally acting on tasks you can no longer see.

The Batch Toolbar

As soon as you select one or more tasks, a sticky toolbar — the BatchTaskBar — appears at the bottom of the screen. It shows the number of selected tasks and provides action buttons for the available bulk operations.

The toolbar stays visible as you scroll, so you can select tasks throughout a long list and then apply an action without scrolling back to the top.

Available Batch Actions

Change Status

Set all selected tasks to any of the five task statuses: Not Started, In Progress, Blocked, Approval Requested, or Complete. This is useful for scenarios like:

• Marking all tasks in a completed phase as "Complete" after the final inspection passes.
• Setting a group of tasks to "Blocked" when a material delivery is delayed.
• Moving several tasks to "In Progress" at the start of a new work week.

Click the Status button in the toolbar, then select the target status from the dropdown. All selected tasks update immediately.

Reassign

Change the assigned contact for all selected tasks at once. The reassign action opens a searchable contact picker where you can type a name to filter your Contact Directory. Select a contact and all selected tasks are reassigned to that person.

The picker also includes an Unassign option to clear the assignee from all selected tasks — useful when a subcontractor leaves the project and you need to unlink their tasks before reassigning them.

Group Under Phase

Indent all selected tasks under a new or existing phase. This is the batch equivalent of manually indenting tasks one at a time in the Phases & Sub-Tasks hierarchy.

Select the tasks you want to group, click Group, and choose a parent phase. The selected tasks become sub-tasks of that phase. This is especially helpful when you import a flat list of tasks and need to organize them into phases quickly.

Delete

Remove all selected tasks from the project. Because this is a destructive action, Baulit uses a two-step confirmation: you click Delete, then confirm by clicking Confirm Delete on the warning that appears.

Selection Behavior

Feature Toggle

Batch operations are controlled by the Batch Operations toggle in Settings under the Features tab. When disabled, the multi-select checkboxes and batch toolbar do not appear. Your task data is unaffected.