Question

Change bulk work to one manager to another

  • 14 September 2023
  • 1 reply
  • 45 views

Hi,

How can i bulk update all work items from one to another


1 reply

Userlevel 7
Badge +15

Hi @Jodee Hughes, is it the assignee you want to change or the Client Manager? 🙂

If the person you’re changing from has left, you can remove that user which gives you the option to reassign everything assigned to them, to someone else. Details here: https://help.karbonhq.com/en/articles/1857380-manage-colleagues-teams-and-job-roles#h_58369fc8bb

If not, there is a bulk update option for Contacts here (to bulk change Client Manager): https://help.karbonhq.com/en/articles/6143054-bulk-update-your-contacts

And there is a paid bulk update option for Work I believe, similar to this for Creation: https://help.karbonhq.com/en/articles/1820990-bulk-create-your-work-items

Does that help?

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