Edit issues in a list

  1. Go to a list of issues in a project or task.

  2. Do one of the following

    • Select the issue in the list, then click Edit icon Edit icon in the toolbar.

    • Click the More menu More menu to the right of the issue name, then click Open in a new tab. This opens the issue page in a new tab. Click  More > Edit from the issue page.

    • Click the More menu More menu to the right of the issue name, then click Edit.

      Any of these actions opens the Edit Issue box.

      For information about editing issues in the Edit Issue box, see Edit issues.

Edit issues using the Summary

You can edit an issue in a list using the Summary.

  1. Go to the project whose issues you want to edit.

  2. Click Issues in the left panel.

    The list of issues on the project displays.

  3. Select an issue that you want to edit, then click the Open Summary icon Open Summary icon in the upper-right corner of the issue list.

    The Summary opens.

  4. (Optional) Start typing an update for the issue in the Updates area.

  5. Click any of the following icons or areas to go to the issue and edit information at the issue level:

    DocumentsClick Click here to add to add documents to the issue.
    DetailsClick to update information about the issue.
    HoursClick to log hours.
    ApprovalsClick to add issue approvals.
  6. (Optional) Click the Open Summary icon again, or the X icon in the upper-right of the Summary to close the panel and edit the issue inline.

Edit issues in bulk

You can edit issues in bulk and update all their information at the same time.

To edit issues in bulk:

  1. Go to the Main Menu.

  2. Click Projects.

  3. Click a project name to access the project.

  4. Click Issues in the left panel.

  5. Select several issues in the list.

  6. Click the Edit icon Edit icon .

    The Edit Issues dialog box opens.

  7. Specify the information on all selected issues.

    Editing the information on all issues is identical to editing information on one issue when editing the following areas:

    • Overview
    • Settings
    • Assignments
    • Comment

    For more information about editing an issue, see Edit issues.

    NOTE
    The information you are changing on all the issues selected will override the existing information on individual issues, except for the Assignments field. Adding a new assignee in bulk edit will add that assignee to all the selected issues. If other assignees are assigned to the selected issues, they will remain assigned in addition to the one added through bulk edit.
  8. Click Custom Forms to edit the custom forms attached to all the issues selected.

    If the issues selected do not have any common custom forms, no forms are listed in this section.

    You can edit only the fields on the forms that are attached to all issues selected and which you have permissions to edit.

  9. (Optional) In the Custom Forms area, select the Recalculate Custom Expressions option to ensure that all Calculated Custom Fields that are on the Custom Forms attached to the issues selected are up to date.

    IMPORTANT
    We recommend not to select more than 500 issues at a time when you recalculate custom expressions.
  10. Click Save Changes.

    All changes you made are now visible on all the selected issues.

More help on this topic

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