Select Entities
Tip: use Advanced Filters or filter by Tags to quickly locate Entities to select.
1. ✅ Select the Entities you wish to create Projects for.
2. Click Actions.
3. Click ➕ Bulk Create Projects.
Creating the Projects
Step 2: Select Project Name
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Enter the name of the Project. This will apply for each project created.
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Check Prefix Project Name with "Entity Name - " to add the Entity's name before the Project Name.
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(i.e. Entity Name - Sample Project Name)
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- Check Prefix Project Name with "Client ID Number - Entity Name - " to add the Entity's Client ID and Name before the Project Name.
- (i.e. TEST123 - Entity Name - Sample Project Name)
- Check Assign all project assignees (including spouses) to each created task
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Step 3: Select Tasks
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Add tasks that will apply to all Projects being created in bulk.
Step 4: Add Tags (not shown)
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Enter comma-separated tags that will apply to every Project created with this bulk action.
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Once this is finished, click Create Draft Projects and return to the Active Projects page to view them.
