Project Tasks updates in batch

[a15fhzz]

Our organization is transitioning to SPM project workspace from a system that currently allows multiple project tasks to be selected and modified in batch.  We have been unable to identify how this can be performed in our SPM projects. 

Sample user cases:

• Update or assign the same user as the resource to multiple selected project tasks, without opening each task to assign.  For example, assigning resource A, then B and then C to their many individual project tasks throughout the project.  Each has a different role.
• Update project task progress or status for multiple tasks at one time.  For example, three tasks or subtasks are all completed on the same date.  Can they be selected and updated/marked complete at the same time?

Appreciate any thoughts and look forward to learning with this community.

[pr8172510 · Accepted solution]

Hi,

Good question — this is one of the common gaps teams notice when moving to SPM Workspace.

Short answer

OOTB, Project Workspace does not support true multi-select bulk updates like older list-based UIs.

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Why this happens

Workspace is designed around:

• Record-focused interactions
• Declarative components

So bulk operations (like classic list “Update Selected”) are not fully supported in the same way.

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What you can do instead

1. Use Classic List view (recommended fallback)

You can still:

• Open Project Tasks in Platform (classic UI)
• Use:
  • “Update Selected”
  • Inline edit

This is the easiest way to handle:

• Assigning resources in bulk
• Updating state/progress

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2. List editing within Workspace (limited)

In some Workspace list components:

• Inline editing is available
• But:
  • No multi-row bulk update
  • Changes are still per record

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3. Mass Update via Background Script / Fix Script

For admin-driven updates:

• Use Background Scripts or Fix Scripts
• Example use cases:
  • Assign same resource to multiple tasks
  • Update status in bulk

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4. Flow Designer (semi-automated)

You can:

• Create a Flow:
  • Triggered manually or by condition
  • Updates multiple tasks based on criteria

Good for repeatable scenarios.

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5. Custom Action (advanced)

If this is a frequent business need:

• Build a custom Workspace action:
  • Select multiple records
  • Trigger a bulk update logic

This requires UI Builder + scripting.

[a15fhzz]

Thank you, we'll evaluate these options.