Change bulk work to one manager to another

  • 14 September 2023
  • 1 reply


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:

If not, there is a bulk update option for Contacts here (to bulk change Client Manager):

And there is a paid bulk update option for Work I believe, similar to this for Creation:

Does that help?