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, with 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 a few different ways to select the items that will 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 two items. Keep reading to check out all three methods!

To select all items in one group, either tick the box above the upper item in the group, or click into the group menu and choose "Select all Creatives".

If you want to select a few items from your board, click the empty box to the left of your item name.

If you want to select a few items in a row, click the first item first and then, while holding the 'shift key', click the last item. All those in between will instantly be selected, too!

You can unselect items by clicking on each one a second time or clicking on the "X" in the batch actions toolbar at the bottom of the screen.

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:

You can easily restore archived items by clicking the three dots at the top right corner of your board, hovering over "Settings," and then selecting "Archived History." Then, simply click "Restore" on any item here!

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! 

Our Creative team finished a successful meeting and completed the "Initial Planning" stage on 5 projects! We can use Batch Actions to change their statuses from "In Progress" to "Done" in one click! 🎉

First, we'll select all of the items we discussed in our meeting and then 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!

Uh oh... our progress has hit a bump, and we'll have to delay our tasks by 5 days. Let's do this once for all of the projects affected by this delay! We're going to select each item, click on its Date Column cell, then in the calendar window, click "Shift selected item by days" and enter the number of days shifted.

We've decided to restructure our Creative team so that one member manages all of "This week's" projects. Let's re-assign members with Batch Actions! Select all items, then click a cell in the People Column to choose a new team member.