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Batch Insert and Update Tasks

Boost Your Efficiency

QuickPlanX empowers you to create and manage complex projects with ease. But what if you need to add or update multiple tasks quickly and efficiently? Look no further! This guide explores several methods for batch insert and update within QuickPlanX, saving you time and effort.

Batch operations are important

Batch Inserting Tasks​

Indented Text​

Leverage the power of text! Copy and paste a well-structured indented text format containing task names into QuickPlanX. This automatically creates a tree structure based on the indentation hierarchy.

For detailed steps, see the guide of insert multiple tasks en masse.

CSV Data​

Import a CSV file containing task information like names, titles, and departments. QuickPlanX constructs the tree structure based on the data and assigns values to multiple columns simultaneously.

For detailed steps, see the guide of insert multiple tasks en masse.

Copy/Paste Branch​

Select an existing branch and copy it using keyboard shortcuts or the menu. Paste the copied branch into a new location to create a duplicate.

For detailed steps, see the guide of insert multiple tasks en masse.

Drag/Drop Branch​

Similar to copy/paste, drag an existing branch to its desired new location within the chart. This creates a duplicate branch in the new position.

For detailed steps, see the guide of insert multiple tasks en masse.

Batch Updating Tasks​

table cell

Table View Cell Editing​

In the table view, efficiently update multiple cells within the same column. Select the desired cells and either copy/paste text from another source or directly enter the new values.

For detailed steps, see the guide of change cells in the table view.

Table View Multi-Column Editing​

Need to update multiple cells across different columns? In the table view, select the desired cells across multiple columns and copy/paste data from a source like Excel or Apple Numbers. QuickPlanX automatically updates the corresponding cells.

For detailed steps, see the guide of change cells in the table view.

Apply Styles to Entire Branches​

Adjust color for all children of a specific task at once.

Effortlessly Build Task Tree Structure with AI​

QuickPlanX empowers you to create stunning organization charts, but what if you need help structuring your data? AI comes to the rescue! This guide explores how various AI services can assist you in building tree structures for QuickPlanX import, saving you time and effort.

For detailed steps, see: Supercharge Planning with AI

AI

Remember:

  • Each method offers unique advantages depending on your needs. Choose the one that best suits your data format and desired workflow.
  • Explore the linked resources for detailed step-by-step instructions on each method.
  • QuickPlanX offers additional features like custom fields and data filtering for further customization and control.

Start using these batch insert and update functionalities to create and manage your projects with unparalleled speed and efficiency!