How to Assign Multiple Tasks with Bulk Edit in Project Insight

Project Insight allows project managers to assign one person to multiple tasks at once using the Bulk Editor. You can change the task owner for a selected group of tasks, add another person to those tasks, or remove one person while leaving other assigned people in place.

Best for: Project managers who need to update resource assignments across several tasks without editing each task individually.

How do I assign one person to multiple tasks?

1. Open the project task list.
2. Check the boxes next to the tasks you want to update.
3. Open the Bulk Editor.
4. Select the person in the Task Owner field.
5. Select Save.

Project Insight updates the selected tasks so they have the same task owner. Project Insight does this by applying the selected owner change to every task included in the bulk edit.

How do I select tasks for the Bulk Editor?

Check the box next to each task you want to change. For example, you could select the first seven tasks in a client implementation project and assign all seven tasks to the same person.

You can repeat the process with another group of tasks when different parts of the project need to be assigned to different people.

Can I open the Bulk Editor by right-clicking?

Yes. After selecting the tasks, you can right-click to open the available task actions and choose Bulk Edit.

What is the difference between changing the task owner and adding an assignment?

Changing the Task Owner assigns the selected tasks to the person you choose. The Add Assignment option adds a person to the selected tasks.

If no one is assigned to a task, Add Assignment adds the selected person. If someone is already assigned, it adds another person to the task.

How do I add another person to multiple tasks?

1. Select the tasks you want to update.
2. Open the task actions.
3. Select Add Assignment.
4. Choose the person you want to add.

Project Insight adds that person to each selected task. This helps project managers update several task assignments from one action instead of opening each task separately.

What should I check before adding another person?

Adding another person to a task can multiply the work assigned to that task. Review the resulting work after using Add Assignment, especially when someone is already assigned.

In short, use Add Assignment carefully when the task already has one or more assigned people.

How do I remove one person from multiple tasks?

1. Select the tasks you want to update.
2. Open the task actions.
3. Select Remove Assignment.
4. Choose the person you want to remove.

Project Insight removes the selected person from those tasks. If other people are also assigned, they remain on the tasks.

What are common mistakes when changing multiple task assignments?

• Selecting tasks that should not receive the same assignment change
• Using Add Assignment when the task owner should be changed instead
• Adding a second person without checking how it affects task work
• Removing one person without confirming which tasks are selected

Related questions

Can I assign different groups of tasks to different people?

Yes. Bulk edit one group of tasks, save the assignment, and then select another group to assign to someone else.

Does Add Assignment replace the person already on the task?

No. If someone is already assigned, Add Assignment adds another person to the task.

Does Remove Assignment remove everyone from the task?

No. It removes only the person you select. Other assigned people remain on the task.

Where can I get help with task assignments?

Visit Project Insight Support for help with task assignments and the Bulk Editor.