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Batch Actions

Do you have a few changes that apply to a bunch of items? Are you tired of changing each item one at a time? Well then, you're going to LOVE using Batch Actions! You can edit, move, delete, archive, export and even duplicate multiple items at once with just one click! Keep reading this article to check out all the time you can save with Batch Actions! 🥳 

 

Select your items

There are few different ways to select the items you would like to be affected by your Batch Action. You can select all of the items in one group, select each item individually, or select all items between 2 items. Keep reading to check out all three methods!

 

  • Select all items in a group

To select all items in one group, just click the arrow to the left of the group's name and select 'Select all items' like this:

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  • Select each item

If you want to select a few items across your board, hover over the colored portion on the left side of your item and click the empty box that appears right here:

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You can see which items are checked off to the left of your items, as shown in the image below:

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If you want to select a few items in a row, first click the first item, and then while holding shift, click the last item! 

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You can unselect items by clicking a second time on each item. 

 

Batch Actions Toolbar

After you've selected your items, you'll see a toolbar at the bottom of the screen letting you know how many items are selected. From this toolbar, we can do any of the following quick actions:

  • Duplicate the items 
  • Export these items to Excel
  • Archive the items with the option to restore them in the future
  • Delete the items permanently
  • Move to another group or another board
  • X - deselect all items

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Tip:  You can easily restore your items by following the steps shown in the images below. Click the 3 dot menu at the top right corner of your screen, select 'Board Settings' and then 'Archived History'. From your board's archive history, you'll see a list of all of the items you've archived. To restore an item, just click 'Restore'!

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Edit Columns with Batch Actions

There are tons of edits that you can apply really quickly to several items by using Batch Actions! Let's take a look at a few examples! 

Update Status

Our Marketing team just finished a crazy successful meeting and managed to finish the "Initial Planning" stage on 5 of our running projects! Let's use Batch Actions to change their statuses from "In Progress" to "Done" in just one click! 🎉

First, we'll select all of the items we discussed in our meeting, and then we'll click just one of the cells in the Status Column. Next, we just have to update with the correct status, and we'll see the change applied across all of our selected items!

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Shift Dates

Uh oh... we've hit a bump in the road with a shipment of supplies that we'll need for a few of our projects and we'll have to delay our launch dates by 5 days. Let's do this once for all of the projects affected by this delay! We're going to select each of our items and then click on one of the items' Date Column cell. When the calendar window pops up, we'll click 'Shift selected item by days' like this:

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We'll then be prompted to enter exactly by how many days we want to shift our project's due date! 

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Assign People

We've decided to restructure our Marketing team a little bit, and assign one agent to each Social Media platform. Let's re-assign all of our agents with Batch Actions!

First, we'll select all of our items, and then we'll click one of the cells in the People Column and select our new agent! 

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If you have any more questions about Batch Actions, please don't hesitate to reach out to our Customer Success Team anytime. We are here for you 24/7!