What | Bulk edit multiple items in
Teamwork Desk (e.g. tickets,
Help Docs articles, customers,
and companies). |
Why |
|
Who |
|
When |
|
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scroll
Tickets
You can bulk edit tickets from different
ticket list views. This includes inboxes,
custom views, starred inboxes, and search
results.
- Navigate to the relevant section of your
site (ex. an inbox, custom view, starred
inboxes, or search results).
- Check the box on the left of each ticket
you want to update.
- Choose an option from the floating toolbar at the top of the list view. The toolbar appears once at least one ticket is selected.
Property | Bulk action |
---|---|
Ticket status | Change the status of all
selected tickets. |
Reassign | Assign selected tickets to
another agent or team. |
Delete | Permanently delete selected
tickets. |
Tags | Add or remove tags on multiple
tickets. |
Move | Move tickets to another
inbox. |
Priority | Change the priority level of
all selected tickets. |
Read status | Mark multiple tickets as read
or unread. |
← Swipe to
scroll
Help Docs
You can bulk update multiple
articles when viewing the Articles list
for an individual Help Docs site.
- Select Help Docs from
Teamwork Desk's main navigation
menu.
- Click an existing site.
- Switch to
the Articles tab.
- Select All Articles from
the left navigation panel or choose an
individual category.
- Check the box on the left of each article
you want to update.
- Next:
- Update status: Click
the flag (
) at the top of the list, then choose a status to apply to the selected articles (publish, unpublish, draft).
- Delete: Click the
trash can (
) at the top of the list, then click Delete to confirm.
- Update status: Click
the flag (
Customers and
companies
From either the main Customers or Companies area, you can use the
checkboxes to highlight multiple items to
delete at once.