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Bulk actions menu
Bulk actions menu

Archive, delete, and edit multiple projects at once

Alison Prator avatar
Written by Alison Prator
Updated over a week ago

The bulk actions menu helps you keep projects up to date and accurate. From the Manage page, select one or more projects to bring up the available actions.

  • Edit - Make changes on the fly. There are six options available: client, color, project type, tags, budget, and Project Owner.

  • Archive - Make a project read-only. Archived project tasks still appear on the Schedule, and the projects themselves can be viewed on the Manage and Report pages.

  • Delete - Permanently remove all project data from Float.

๐Ÿ“Note: To enable Project Manager edit access to multiple projects at once, select the Project Owner field and check the All PMs have edit rights box.

๐Ÿ’ก Here's a tip: To duplicate a project, click Actions > Duplicate project within an individual project menu or click Duplicate from the drop-down next to the project when in the Project plan view of the Schedule. For more info, see this article.

For more on the people bulk actions available in Float, check this out.

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