How to Update Template Tasks Across Multiple Baselines in Bulk?

Goal

To keep baseline tasks up to date, and thus keeping all teams and locations working on the latest version of a task, Pacer offers an internal search for specific tasks across all baselines. With the search results, task details can be changed and applied to multiple tasks at once.

Editing a baseline task automatically updates any and all location tasks that were cloned from the baseline task. This saves an enormous amount of time and ensures all locations are following the same version of the task instructions. 

Tip: It's most impactful for individuals who have access to all baselines

How To

Start by navigating to Admin > Baselines and in the upper right corner select "Task Search".  

1. You will be directed to a new screen where you can search for keywords. The app will return tasks that include that keyword across all of your baselines. 
2. When your search results appear, you can tick the boxes in the left most column to make a selection of tasks
3. In the upper right corner, you can select to open a task drawer and make any desired edits. 
4. Here, edits you make in the task drawer will apply to all of the tasks you have ticked the boxes next to. 

It is also possible to search for tasks by more than just task name. When you click on Task Search, you can use the drop down menu to search for Department, Phase, Discipline, Additional Info, Contact Info, Link Name, or Link URL.