How to edit many estimate items at once
When an estimate has dozens of items, it is easier to work with them in groups: select the rows and delete, copy or create approval tasks in one go. This saves time and makes sure no item is missed when working with suppliers or contractors.
- 1
Select the items
Tick the rows to the left of the name. To select a range, hold Shift and click the first and last item — all rows in between are selected.
- 2
Choose an action on the toolbar
As soon as at least one item is selected, a toolbar appears with «Delete», «Duplicate», «Create task», «Vendor & payment» and export of the selected rows only. Click a button and the action applies to all selected items.
- 3
Create tasks from a template (optional)
If you clicked «Create task», choose a template: «Approve item», «Clarify delivery dates», «Find analog», «Request additional discount», or type your own title. A separate task is created for each selected item. The deadline can be a date or a number of working days.
Good to know
- Clicking an item's name opens «Item details» with the gallery; you can also edit the name right in the row.
- The task icon on a row shows the deadline. Clicking it opens «Item tasks» on the right with an «Add task» button.
- Bulk selection is handy for exporting part of an estimate or quickly assigning a vendor to a group of items.
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