--- title: "Tasks Overview: Workflows & Bulk Edit" description: Creating Task Workflows and Bulk Editing Tasks --- [Skip to content](https://help.traact.com/en/articles/10104351-creating-task-workflows-and-bulk-editing-tasks#main-content) English Show submenu for translations ![Traact\_Logo\_Blue (1)-1](https://help.traact.com/hs-fs/hubfs/Traact_Logo_Blue%20(1)-1.png?width=151&height=28&name=Traact_Logo_Blue%20(1)-1.png) - [Traact Website](https://www.traact.com/) Open main navigation Close main navigation - [Traact Website](https://www.traact.com/) - English Show submenu for translations - [Contact us](mailto:ops@traact.com) [Contact us](mailto:ops@traact.com) Traact Help Center - There are no suggestions because the search field is empty. 1. [Traact Articles](https://help.traact.com/?hsLang=en) 2. [Modules](https://help.traact.com/modules?hsLang=en) 3. [Task Management](https://help.traact.com/modules?hsLang=en#task-management) # Tasks Overview: Workflows & Bulk Edit ## In this guide, you will learn how to create and customize a task template and how to bulk edit tasks. Task templates simplify matter creation by allowing you to quickly apply predefined tasks with just one click. These templates can be tailored to suit different types of matters, streamlining the process of adding tasks needed to close a matter. ### Create a Task Workflow with Subtasks **Step 1: Task Module** - Navigate to the **Tasks Module**, on the left panel. **![](https://help.traact.com/hs-fs/hubfs/undefined-Oct-07-2026-08-14-16-7438-PM.png?width=670&height=247&name=undefined-Oct-07-2026-08-14-16-7438-PM.png)** - Start by selecting the **task** you want to work with from the main menu, or create a new one. *Note: Tasks can also be accessed through Matters.* **Step 2: Tasks Tab** - Navigate to the **Tasks** tab. **![](https://help.traact.com/hs-fs/hubfs/undefined-Oct-07-2026-08-14-16-2832-PM.png?width=670&height=303&name=undefined-Oct-07-2026-08-14-16-2832-PM.png)** - Select **"+ Add Workflow"**   **Step 3: Add a Workflow**   *To add a single task (for Matters) or subtask (for Tasks) without a workflow template, click **+ Add Task** instead.* ![](https://help.traact.com/hs-fs/hubfs/undefined-Oct-07-2026-08-13-47-5139-PM.png?width=670&height=363&name=undefined-Oct-07-2026-08-13-47-5139-PM.png) **Step 4: New Workflow** - Click on **+ Create Workflow** ![](https://help.traact.com/hs-fs/hubfs/undefined-Oct-07-2026-08-13-42-0739-PM.png?width=670&height=361&name=undefined-Oct-07-2026-08-13-42-0739-PM.png) --- ### Configure Workflow with Subtask Intervals **Step 5: Configure the Workflow** - Enter a **title** for your workflow. - Add the **tasks or subtasks** that need to be completed. - Assign **assignees** and **collaborators**, and attach any necessary **documents**. - Set **intervals** for each task if you want Traact to auto-assign dates based on the Start Date you choose. - Select a **workflow type**, then click **Create**. ![](https://help.traact.com/hs-fs/hubfs/undefined-Oct-07-2026-08-14-17-1186-PM.png?width=670&height=361&name=undefined-Oct-07-2026-08-14-17-1186-PM.png) **Step 6: Apply the Workflow** - After saving, select your new workflow, add a **Due Date** for the first task, if needed, then click **Apply.** **![](https://help.traact.com/hs-fs/hubfs/undefined-Oct-07-2026-08-13-41-6471-PM.png?width=670&height=360&name=undefined-Oct-07-2026-08-13-41-6471-PM.png)** **Step 7: Review and Edit** - All tasks and subtasks from your workflow will now be added to your Matter or Task. - To edit any task or subtask (for example, to adjust due dates, descriptions, or tags), click on it to open the details drawer and make your updates. ![](https://help.traact.com/hs-fs/hubfs/undefined-Oct-07-2026-08-13-47-0693-PM.png?width=670&height=288&name=undefined-Oct-07-2026-08-13-47-0693-PM.png) --- ### Bulk Editing a Task Update multiple tasks at once, saving time and keeping your workflows organized. **Step 1: Select Tasks** - Go to your **Tasks** page and select either all tasks or just the ones you want to update by checking the box on the left side of the artifact. **Step 2: Open Bulk Edit** - Once tasks are selected, a **Bulk Edit** button will appear on the top. Click it to continue. ![](https://help.traact.com/hs-fs/hubfs/undefined-Oct-07-2026-08-14-17-7004-PM.png?width=670&height=330&name=undefined-Oct-07-2026-08-14-17-7004-PM.png) **Step 3: Choose What to Update** - Select the fields you’d like to update for all chosen tasks. You can modify: - **Assignees** - **Collaborators** - **Status** - **Tags** - **Other task details** ![](https://help.traact.com/hs-fs/hubfs/undefined-Oct-07-2026-08-14-15-9357-PM.png?width=670&height=193&name=undefined-Oct-07-2026-08-14-15-9357-PM.png) For example, when adding a new assignee to multiple artifacts, you must first select the people already assigned to the artifact, PLUS the new assignee, otherwise, only the new assignee will be added to the selected artifacts/tasks. **Step 4: Apply the Changes** - Click **Apply Changes** to update all selected tasks at once. ![](https://help.traact.com/hs-fs/hubfs/undefined-Oct-07-2026-08-13-46-8543-PM.png?width=508&height=444&name=undefined-Oct-07-2026-08-13-46-8543-PM.png) **That’s it — your updates are applied instantly, helping you stay efficient and organized.** --- **Need Help?**If you have any questions or need assistance with a request, please contact your Customer Success Manager or reach out to the Traact Support tea - [Getting started](https://help.traact.com/getting-started?hsLang=en#main-content) - [Access & Permission](https://help.traact.com/getting-started?hsLang=en#access-permission) - [Integrations](https://help.traact.com/integrations?hsLang=en) - [Modules](https://help.traact.com/modules?hsLang=en#main-content) - [Board Management](https://help.traact.com/modules?hsLang=en#board-management) - [Contact Book](https://help.traact.com/modules?hsLang=en#contact-book) - [Contract Management](https://help.traact.com/modules?hsLang=en#contract-management) - [Entity Management](https://help.traact.com/modules?hsLang=en#entity-management) - [Home Page](https://help.traact.com/modules?hsLang=en#home-page) - [Invoice Management](https://help.traact.com/modules?hsLang=en#invoice-management) - [License Management](https://help.traact.com/modules?hsLang=en#license-management) - [Litigation Management](https://help.traact.com/modules?hsLang=en#litigation-management) - [Matter Management & Legal Request](https://help.traact.com/modules?hsLang=en#matter-management-legal-request) - [Task Management](https://help.traact.com/modules?hsLang=en#task-management) - [Tax Management](https://help.traact.com/modules?hsLang=en#tax-management) - [Services](https://help.traact.com/services?hsLang=en#main-content) - [How to](https://help.traact.com/services?hsLang=en#how-to) - [Pricing](https://help.traact.com/services?hsLang=en#pricing) - [Understanding Services](https://help.traact.com/services?hsLang=en#understanding-services) - [Troubleshooting & FAQs](https://help.traact.com/troubleshooting-faqs?hsLang=en) - [What's New](https://help.traact.com/whats-new?hsLang=en#main-content) - [2024](https://help.traact.com/whats-new?hsLang=en#2024) - [2025](https://help.traact.com/whats-new?hsLang=en#2025) - [2026](https://help.traact.com/whats-new?hsLang=en#2026) [![Traact\_Logo\_Blue (1)-1](https://help.traact.com/hs-fs/hubfs/Traact_Logo_Blue%20(1)-1.png?width=107&height=20&name=Traact_Logo_Blue%20(1)-1.png "Traact_Logo_Blue (1)-1")](https://www.traact.com/) Manage. 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