Update multiple task records

Applies to User roles: Change Manager

You can update more than one task at a time by using either the Mass Update template form or by using the Complex Update function, which enables you to enter RAD codes to further customize your update.

To update multiple task records by using Mass Update, follow these steps:

1. Click Change Management > Search Tasks.
2. Use search or advanced search to find one or more records.
3. Holding down the Ctrl key as you click on each record to select multiple records in the list that you want to update.
4. Click Mass Update. The Mass Update wizard opens.
5. Double-click the field you want to update.
6. Type the value for the field in the text box or use the Find feature to display a list of potential values for the field.
7. Click Next.
8. Continue updating fields and click Execute when you complete your updates.

To update multiple tasks by using Complex Update, follow these steps:

1. Click Change Management > Search Tasks.
2. Use search or advanced search to find one or more records.
3. Holding down the Ctrl key as you click on each record to select multiple records in the list that you want to update.
4. Click Mass Update.
5. Click Complex Update.
6. Type the RAD code in the Complex Update form.
7. Click Execute.

Related topics

Using Mass Update with Change Management record lists