How to Do a Bulk Edit in Jira: Tutorials and Options
Ask any project manager, and you’ll often hear how they juggle too many tasks and deal with a spider’s web of Jira tickets. There are often multiple complexities to manage when updating and syncing Jira tickets. That’s why we’re here to unpack the nuances of Jira bulk editing and bulk updates to empower you with the tools you need to manage your projects more efficiently. We’ll also walk you through two ways to make bulk edits with your Jira in easy-to-follow tutorials.
In this post, we’ll cover:
- Why the Jira bulk edit is necessary
- Top 5 reasons why you’ll need to make Jira bulk edits
- Two different options to perform a Jira bulk update on your projects
Why Jira Bulk Editing Is Necessary
Managing projects in Jira often means dealing with an extensive list of individual tickets, each representing a specific task or piece of work. Updating multiple tickets simultaneously can make your life easier as projects progress and evolve.
Imagine this scenario: You’re rolling out a critical software update, and nearly 100 tickets must reflect the same change. Without Jira bulk editing capabilities, this would entail painstakingly opening each ticket individually and making identical updates. Not only is this time-consuming, but it also leaves room for errors to creep in.
Jira bulk editing is the epitome of “work smarter, not harder.” Bulk editing helps you do less manual work and increases the chances that the updates you make will be accurate.
5 Advantages of Making Jira Bulk Edits
Now that you know why Jira bulk edits are necessary, let’s explore specific cases you may face requiring you to make Jira bulk updates. These are the top reasons a project manager needs to make a Jira bulk edit.
1. To Update Multiple Issues at Once:
Juggling many issues is the headache-inducing side of project management that nearly everyone faces. Editing your issues quickly, without opening each one individually, is a welcome breath of fresh air. Jira bulk editing helps you maintain control and efficiency of your workload and issue management process, no matter how extensive your project is.
2. To Prioritize or Make Update In Your Backlog:
Imagine a project where you need to update the status of numerous tickets from “In Progress” to “Done” simultaneously. Updating each ticket individually is not only tedious but also prone to errors. Jira bulk editing simplifies complex tasks like backlog updates, allowing you to update all statuses simultaneously with a few clicks. It also makes backlog prioritization and Jira backlog grooming a whole lot easier.
3. To Improve Accuracy and Consistency:
Ensuring that start dates, end dates, and assignees are consistent and up-to-date across all relevant tickets can be a Herculean task. Jira bulk editing empowers you to clean up your data swiftly and accurately, leaving no room for discrepancies.
4. Because of Regulatory Compliance and Urgent Security Issues:
In some industries, regulatory requirements mean you must swiftly update and revise project-related data. Additionally, let’s say you’re facing a critical situation like a security breach; Jira bulk editing ensures you can address these issues quickly, meeting compliance standards and efficiently handling urgent matters.
5. To Migrate Data:
If you’re migrating your Jira instance from a server to the cloud or even migrating from Excel spreadsheets to Jira, bulk editing becomes indispensable. It streamlines the transition process, helping you ensure data consistency without the headache of manual updates.
Option #1: Make Jira Bulk Edits Within Jira (9 Steps)
Jira lets you make bulk edits. There are 9 steps, which we’ll walk you through. If you want to make many changes to your Jira data in fewer steps using a spreadsheet, check out the Visor tutorial in the next section.
Step 1: Click the search bar.
Step 2: Next, scroll down until you see “view all issues” at the bottom.
Step 3: Select the project you want Jira bulk edit from there.
Step 4: Click the three dots next to “detail view,” then click “bulk change”.
You’ll find the three dots in the drop-down on the right side of your screen. If you have trouble finding the three dots, you’ll find it underneath the search bar.
Step 5: Select the issues you want to perform your Jira bulk edit.
You’ll need to have a bit of patience with yourself here. For instance, if you want to change issues status from to-do to in-progress, you must select each issue individually.
Step 6: After selecting the issues you want to edit, scroll to the bottom and click next.
Step 7: Now, click the option to edit issues and click next.
Step 8: You will then see roughly 33 choices to perform your Jira bulk edit.
In this instance, I needed to update the priority and the risk for each issue I selected.
Step 9: After you select the changes you want to make your issues in Jira, click next to confirm, and you’re finally finished.
(Note: Double-check that you have selected all the issues you want for your Jira bulk edit; otherwise, you run the risk of repeating a step.)
Option #2: Make Jira Bulk Edits in Visor (4 Steps)
Visor simplifies your Jira bulk edits by helping you adjust tasks, statuses, and dates in only a few clicks. You can securely share this updated data with your teammates or senior leadership, even if they don’t use Jira.
Step 1: Connect your Jira data to Visor.
Connecting your Jira data is secure, and your projects import almost immediately.
Step 2: Pick the Jira project with issues you need to update in bulk. Choose to maintain Jira nesting.
Step 3: Choose the Jira fields you want to bulk edit after your project imports.
Pro-tip: You can do this by hovering your mouse over to the bottom corner of the individual cell until a plus sign “+” appears. Then drag your mouse down to make your jira bulk update.
Step 4: Push these changes to Jira by hitting sync in Visor.
Ready to simplify your Jira workflow with Visor?
If so, get started with Visor for free today. No credit card is needed. Once you register, you’ll discover that setting up a Jira integration is simple and secure.
Video Tutorial: Make Bulk Jira Updates in Minutes
Want to see how to easily make Jira bulk updates in Visor? We’ll show just how simple it is in this 1-minute video. Also, check out Visor’s Atlassian Marketplace Listing to see our glowing reviews.
Conclusion: Find Workflows That Reclaim Your Time
Reclaim your time by exploring ways to minimize the time you spend completing tedious tasks at work.
By finding a Jira bulk edit workflow that works for you, you can become more efficient in organizing your backlog, migrating data, or simply updating Jira tickets. You can also explore where else you waste a needless amount of time working with your Jira data. Many project managers, for instance, spend a lot of time visualizing project data for stakeholders.
With Visor, you can avoid manual work like this by creating Jira Gantt charts, roadmaps, and spreadsheets that don’t require a lot of upkeep and are accessible to stakeholders.