Bulk Task Creation

Add several tasks at once instead of creating them one by one.

What is Bulk Task Creation?

Bulk Task Creation is a grid for adding many tasks at once instead of creating them one at a time. It opens with 10 blank rows and you can add more as needed.

Why use Bulk Create?

It's much faster for sprint planning or setting up a batch of similar tasks — especially when several tasks share the same Assignee, Project or Module.

When would I use this screen?

Setting up a batch of tasks at the start of a sprint
Importing a list of tasks from a file or document
Quickly assigning several tasks to the same person and project

Before you start

Open it from My Tasks → Bulk Create. Every row still needs Task Name, Assignee, Duration, Project and Module filled in — the grid doesn't relax any of the normal requirements.

How to create tasks in bulk

Open Bulk Create
From My Tasks, click Bulk Create.
Fill in each row
Enter a Task Name for each row, and set Assignee, Duration, Project, Module and Priority.
Use the fill-down shortcut
Setting the Assignee, Project, or Module on the first row automatically fills that same value down into every other row in the grid — a fast way to fill many rows that all share the same values. Change a row individually afterward if it needs something different.
Remove rows you don't need
Use the trash icon on a row to delete it, or + Add 5 More Rows if you need more than what's shown.
Click Create Tasks
This submits every filled row at once. A progress modal shows while your tasks are being scheduled — keep the page open until it finishes.

Importing tasks

Use Import File or Import from Docs at the top of the grid to bring in tasks from a spreadsheet or document instead of typing them by hand, or Download Template to get a blank file in the expected format.

Saving a draft

If you're not ready to submit, use Save Draft to keep your progress, or Clear Draft to start over.

Example

Row 1

QA_TEST_Bulk_1 — Kashish Malik — 15 min — EnOpSy Testing / QA_TEST_Module_Alpha — Low

Row 2

QA_TEST_Bulk_2 — same Assignee/Project/Module via fill-down — Low

Video walkthrough

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Video tutorial coming soon

Creating tasks in bulk

Using the fill-down shortcut and submitting a batch of tasks.

Coming soon

Show transcript

Transcript will be added when the video is published.

Common problems

Problem

I clicked Create Tasks and nothing seems to have happened.

How to fix it

Check every row for a missing required field — most commonly a blank Task Name. Right now, submitting with even one row missing a required field silently does nothing rather than pointing out which row is wrong. Go through each row's Task Name, Assignee, Duration, Project and Module one at a time, then try again.

Problem

I only meant to fill in one row's Assignee/Project/Module, but it changed every row.

How to fix it

That's the fill-down behavior described above — setting one of those three fields on any row applies it to the whole grid. Manually change the rows that need a different value afterward.