How to manage bulk allocation

The bulk allocation feature in ProofHub allows you to efficiently assign and subscribe multiple tasks, files, discussions, and notes from one person to another in a single action.

Bulk allocate items

1. Manage section: Select the “Manage” section and select “Bulk allocation“.\

   

2. Manage selections:\

   

   • Assigning/subscribing items to:

     • Definition: This refers to the person who will receive the selected items (tasks, files, discussions, notes).

     • Action: Select the user from the dropdown menu or list to whom you want to assign or subscribe to these items.

   • Assigning/subscribing items of:

     • Definition: This refers to the person whose items (tasks, files, discussions, notes) will be reassigned or have a new subscriber added.

     • Action: Select the user from the dropdown menu or list whose items you want to bulk allocate.

   • Projects:

     • Definition: These are the projects within which the items to be reassigned or subscribed are located.

     • Action: Choose the specific project(s) where the bulk allocation should take place. This ensures that only items within these projects are affected.

   • Select items:

     • Definition: These are the specific items (tasks, files, discussions, notes) that will be reassigned or subscribed.

     • Action: Select the items you want to include in the bulk allocation. You can choose individual items or select all items within the chosen projects.

   • Select bulk action

     • Replace current assignee/subscriber: This option will replace the current person assigned or subscribed to the selected items with the new person.

     • Add new assignee/subscriber: This option will add the new person as an additional assignee or subscriber without removing the current ones.

3. Click on the “Apply” button.