Bulk Reassign/Replace Items
I think it would be beneficial for there to be a way to bulk reassign RFIs or submittals so you don't have to go in individually and change them if someone goes off the project.
A quick, but an exciting announcement:
We currently have the first release that will begin to address bulk editing workflows ready – “Bulk Replace”. This functionality will allow a user to be replaced by another within the Submittals workflows.
For the initial release, these edits can be requested via support and/or your account manager. We fully intend to make this user-facing, but want to make sure it is working as requested.
We are not stopping here, but feel this release will have a huge impact on the need to bulk edit workflows.
Donnis Emerson commented
This would be a great feature. Change in the project players happens quite frequently and going into each individual submittal and editing would take way too long.
Kymberley Kennedy commented
A suggestion could be to create functionality like the company merge, have something like that for changing the PM so all tasks or SDs or anything assigned to that PM is transferred to the new PM. I am sure that changing PMs happens often and is worth looking into! This creates a lot of work manually.
For example, we had a change of PM, we removed the old PM from the project. There were a couple of tasks that were still assigned to him and he was getting notifications relating to these, but because of his permissions, he is unable to access the tasks to change the status or remove himself.
Mo Hegazi commented
Allow an assignee to any item (whether it's an RFI, task, submittal... etc.) to delegate their assignment to another person.
I've also posted another idea to allow to assign items to a "Role" not a person which will probably solve this from its root.
You can Vote for it here if you have the same issue:
Is there an option to bulk edit the status of assignments for employees that are no longer with the company?
Cat Shea commented
RFI Bulk Edit Feature
Is there any plans in the near future to add the field "Assigned To" to your bulk edit feature and or add a field in the configuration to make this process more efficient when creating an RFI.