Overview
You can use bulk action options to perform specific actions on multiple projects at the same time, such as adding a member, setting a team lead, associating a group, setting a status, setting a project color, and archiving a project.
To access the Project List bulk actions, click Projects in the left navigation. Under the Project List tab, select one or more checkboxes in-line with the projects you want to perform a bulk action for. This will cause the bulk action drop-downs to appear at the bottom of the list.
Note: Depending on your specific account settings, permission level, or subscription plan, some bulk actions may not appear.
How to Bulk Add Members
- In the Project List, check the box to the left of each project you’d like to add a member to.
- Click the Add Members drop-down and then select the member you want to add to the project.
- Click Add. The members are added to the project and a success message appears in the top-right corner of the screen.
Note: To view the results of the bulk action, click the View the results link to open the Results modal and view the Successes and/or Errors.
How to Bulk Set a Team Lead
- In the Project List, check the box to the left of each project you’d like to set a team lead for.
- Click the Set Team Lead drop-down and then select the member you want to set as the Team Lead.
- Click Add. The member is set as the Team Lead and a success message appears in the top-right corner of the screen.
Note: To view the results of the bulk action, click the View the results link to open the Results modal and view the Successes and/or Errors.
How to Bulk Add to Groups
- In the Project List, check the box to the left of each project you’d like to add to a group.
- Click the Add to Groups drop-down and then select each group you want to add the projects to.
- Click Add. The projects are added to the group and a success message appears in the top-right corner of the screen.
Note: To view the results of the bulk action, click the View the results link to open the Results modal and view the Successes and/or Errors.
How to Bulk Set Status
- In the Project List, check the box to the left of each project you’d like to set the status for.
- Click the Set Status drop-down and select the desired status.
- Click Add. The status is set and a success message appears in the top-right corner of the screen.
Note: To view the results of the bulk action, click the View the results link to open the Results modal and view the Successes and/or Errors.
How to Bulk Set Project Color
- In the Project List, check the box to the left of each project you’d like to set a project color for.
Note: Project Colors need to first be enabled in the General Settings in order for this drop-down to appear. When Project Colors are disabled, colors will not appear in the Project List.
- Click the Set Project Color drop-down and select the desired color.
- Click Add. The Project Color is applied and a success message appears in the top-right corner of the screen.
Note: To view the results of the bulk action, click the View the results link to open the Results modal and view the Successes and/or Errors.
How to Bulk Archive Projects
- In the Project List, check the box to the left of each project you’d like to archive.
- Click Archive. A confirmation modal appears asking if you’re sure you want to archive the selected projects.
- Click OK. The projects are archived and a success message appears in the top-right corner of the screen.
Note: To view the results of the bulk action, click the View the results link to open the Results modal and view the Successes and/or Errors.
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