How to bulk update projects?

An organization could be working on multiple projects at the same time in order to deliver what is required by its clients. Due to changing circumstances, project details may get updated from time to time and project managers are required to organize the same so as to keep them on track. Keka offers project admins the option to update projects in bulk.

Here's how an admin can change the same -

Go to the Project (1) section and then into Bulk Import (2). Here, click on the Bulk Update Projects (3).

The following screen will open up. From here you can click on Excel Template (1).

A second screen will open up where you have the option to select between all projects or specific projects (1) for which you would like to download the Excel template to make an update.

If you select the second option i.e. only selecting a group of projects, then a few more filters will appear where you will have to select the desired clients and projects.

After this, you can click on Download (2).

After making the necessary changes you can go back to the portal and upload the file and that's it!

This is how we can update projects in bulk.

To know more about uploading Excel documents into Keka click here.

Please let us know if you found this document helpful. If you have any other queries, check out our FAQ articles or contact our product experts.