KLIENT FEATURE SPOTLIGHT
Bulk Edit Tasks Faster in Salesforce: Introducing Mass Update Fields in Klient 50.9
Update Hundreds of Tasks in Seconds
Managing projects in Salesforce just got faster. The new Mass Update Fields feature in Klient PSA 50.9 lets you bulk update multiple tasks directly from the Workspace Grid. No more opening each task one by one.
In just a few clicks, you can select all relevant tasks, right-click, and choose “Mass Update [Field Name]” to instantly adjust due dates, values, statuses, or assignments across your entire project.
🎬 See It in Action
Watch how quickly you can bulk edit tasks in Klient PSA.
When You’ll Use It
- Adjust timelines instantly — update due dates across a project phase when schedules shift.
- Reassign team members quickly — change roles or assignments in one action.
- Clean up data in bulk — correct misconfigured values or standardize picklists across projects.
Why You’ll Love It
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Save hours of admin time. Bulk edit due dates, roles, or numeric fields for multiple tasks at once.
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Stay accurate and consistent. Every update applies instantly across all selected tasks, ensuring clean project data.
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React faster to change. When project timelines shift or staffing changes, update everything in seconds without breaking flow.
Built for Busy Project Teams
Whether you’re rescheduling a project phase or fixing a misconfigured field, Mass Update eliminates repetitive clicks and improves accuracy. It’s a faster, smarter way to keep your project data aligned — all without leaving the Workspace.
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