Bulk Actions

Bulk actions let you select multiple items at once and apply the same change to all of them. You can update statuses, change priorities, assign members, set dates, add or remove tags, move items between containers, archive, and delete — all in a single operation.

Bulk actions are available in list and board views for tasks, task lists, projects, pages, and tickets, and in communication views for conversations and messages.

Before You Begin

You need at least Member role in the workspace to perform bulk actions. Some actions — like deleting or archiving — may require Editor role depending on the item type. If you lack permission on specific items, those items will fail while the rest succeed. See Handling Failures below.

Bulk actions work in both list and board (Kanban) views. The Gantt chart view does not support bulk selection.

Selecting Items

Starting a Selection

Hover over any item in a list or board view. A checkbox appears on the left side of the item.
Click the checkbox. The item is highlighted with a blue outline.
A blue bulk actions toolbar appears at the top of the list.

Once the toolbar is visible, checkboxes stay visible on all items — you don’t need to hover anymore.

Selecting a Range

Hold Shift and click a second checkbox to select all items between your last selected item and the one you clicked. This is useful for selecting a contiguous group quickly.

Selecting All Visible Items

Click the Select All checkbox in the toolbar to select every visible item on the page. Click it again to deselect all.

Maximum Selection Limit

You can select up to 100 items at once. When you reach the limit, the Select All checkbox is disabled and displays the message “Selection limited to 100 items”.

Exiting Selection Mode

Press Escape or click the X button on the right side of the toolbar to clear your selection and exit selection mode.

When items are selected, the toolbar displays:

Selection count — shows “X of Y selected” (for example, “5 of 50 selected”)
Select All checkbox — select or deselect all visible items
Action buttons — the available actions for the current item type
Exit button (X) — clears selection and exits

Each action button shows an icon and label. Actions that need additional input (like choosing a status or searching for a tag) open a small popover panel below the button.

Available Actions by Area

Tasks

Action	How It Works
Change Status	Opens a list of statuses. Click one to apply it to all selected tasks.
Change Priority	Opens a list of priorities (Low to Blocker). Click one to apply.
Set Dates	Opens start date and due date pickers. Set either or both, then click Apply. Click Clear to remove dates.
Mark Complete	Immediately marks all selected tasks as complete.
Mark Incomplete	Immediately marks all selected tasks as incomplete.
Move to List	Opens a searchable list picker. Select a list to move all selected tasks into it.
Assignee	Opens a member picker with Add and Remove tabs. Search for users by name.
Tag	Opens a tag picker with Add and Remove tabs. Search for tags by name.
Archive	Asks for confirmation. Archived items are hidden from active views.
Delete	Asks you to type DELETE to confirm. Permanently removes the tasks.

Task Lists

Action	How It Works
Change Status	Choose a new status for all selected lists.
Change Priority	Choose a new priority for all selected lists.
Set Dates	Set or clear start and due dates.
Move to Project	Opens a searchable project picker. Select a project to move all selected lists.
Members	Opens a member picker with Add and Remove tabs.
Tag	Opens a tag picker with Add and Remove tabs.
Archive	Asks for confirmation. Archived lists are hidden from active views.
Delete	Asks you to type DELETE to confirm. Permanently deletes all tasks inside each list. This cannot be undone.

Projects

Action	How It Works
Change Status	Choose a new status for all selected projects.
Change Priority	Choose a new priority for all selected projects.
Set Dates	Set or clear start and due dates.
Members	Opens a member picker with Add and Remove tabs.
Tag	Opens a tag picker with Add and Remove tabs.
Archive	Asks for confirmation. Archived projects are hidden from active views.
Delete	Asks you to type DELETE to confirm. Permanently deletes all task lists and tasks inside each project. This cannot be undone.

Pages

Action	How It Works
Change Status	Choose a new status for all selected pages.
Change Type	Choose a new page type for all selected pages.
Tag	Opens a tag picker with Add and Remove tabs.
Archive	Asks for confirmation. Archived pages are hidden from active views.
Delete	Asks you to type DELETE to confirm. Permanently deletes all child pages inside each page. This cannot be undone.

Tickets

Action	How It Works
Change Status	Opens a list of ticket statuses. Click one to apply.
Change Priority	Opens a list of priorities. Click one to apply.
Assign	Opens a searchable agent picker. Select an agent to assign to all selected tickets.
Close	Immediately closes all selected tickets.
Delete	Asks for confirmation. Permanently removes the tickets. This cannot be undone.

Conversations

When viewing a contact’s conversation list, you can select multiple conversations and perform these actions:

Action	How It Works
Archive	Archives all selected conversations.
Mark Read	Marks all selected conversations as read.
Mark Unread	Marks all selected conversations as unread.
Status	Opens a list of conversation statuses (Open, Pending, Waiting, Resolved, Closed, Archived).
Assign	Opens a searchable member picker to assign conversations.
Unassign	Opens a searchable member picker to remove assignments.
Add Tag	Opens a searchable tag picker to add tags.
Remove Tag	Opens a searchable tag picker to remove tags.
Delete	Asks for confirmation. Permanently removes the conversations. This cannot be undone.

Messages

When viewing a conversation, you can select multiple messages and perform these actions:

Action	How It Works
Add Tag	Opens a searchable tag picker to add tags to messages.
Remove Tag	Opens a searchable tag picker to remove tags from messages.
Add Topic	Opens a searchable topic picker to assign messages to a topic.
Remove Topic	Opens a searchable topic picker to remove messages from a topic.
Create Task	Creates a new task from each selected message.
Archive	Archives all selected messages.
Delete	Permanently removes the messages. This cannot be undone.

Destructive Actions

Archive and delete actions require confirmation before they run.

Archiving

When you click Archive, a confirmation dialog tells you how many items will be archived. Archived items are hidden from active views but are not permanently deleted. You can find them with filters or restore them individually.

Deleting

When you click Delete, a confirmation dialog appears with a warning describing what will be permanently lost:

Tasks — “This will permanently remove them and cannot be undone.”
Task Lists — “This will permanently delete ALL tasks inside them.”
Projects — “This will permanently delete ALL task lists and tasks inside them.”
Pages — “This will permanently delete ALL child pages inside them.”

You must type DELETE in the confirmation field before the button activates. Once confirmed, the action cannot be undone.

Handling Failures

When a bulk action runs, each item is processed individually. This means some items can succeed while others fail.

All Items Succeed

A green confirmation message appears: “N items updated successfully”.

Some Items Fail (Partial Success)

An amber message appears showing the count: “3 succeeded, 2 skipped”. It includes a View N skipped button. Click it to open the Bulk Operation Results modal, which lists each failed item with its name and the reason it was skipped (for example, “Not found or access denied”).

Common reasons for partial failures:

You don’t have write permission on some items
An item was modified or deleted by someone else after you selected it
A field value is invalid for a specific item

All Items Fail (Rollback)

If the entire operation encounters a system error, a red message appears: “Operation failed”. No items are changed. Click View N failures to see details.

This modal shows a summary line like “3 succeeded · 2 failed” and a list of each failed item with its name and error reason. You can click Copy details to copy the full list to your clipboard for sharing or support purposes.

Dashboard Bulk Task Manager

The workspace dashboard offers a separate bulk task tool for addressing specific problem groups. You can access it from dashboard metric cards:

Address Overdue Tasks — opens the manager pre-filtered to overdue tasks
Review Blocked Tasks — opens the manager pre-filtered to blocked tasks

The manager displays a task list on the left with filters by project, task list, and assignee. Select tasks using checkboxes, then use the action panel on the right:

Action	Available When	What It Does
Extend Deadlines	Overdue mode	Opens a dialog to push due dates forward by a number of days or to a specific date.
Mark as Complete	All modes	Marks all selected tasks as complete.
Unblock Tasks	Blocked mode	Clears the blocking dependency on all selected tasks.
Reassign Tasks	All modes	Opens a user picker to assign all selected tasks to a different person.
Add Comment	All modes	Opens a text field to add the same comment to all selected tasks.

A progress bar shows processing status during longer operations.

Tips

Use Shift+Click to quickly select a group of consecutive items.
Check permissions first — if you’re not sure whether you can modify certain items, try a small batch first to avoid partial failures.
Archive before delete — archiving is reversible; deleting is permanent. When in doubt, archive first.
Batch within the 100 limit — if you need to update more than 100 items, work in batches.
Use the failure modal — if some items fail, copy the details to identify which ones need individual attention.

Tasks — Task statuses, priorities, and detail view
Projects — Managing projects and their contents
Lists — Organizing tasks in lists
Pages — Creating and managing pages
Tags — Organizing items with tags
Communication — Conversations and messages
Helpdesk — Ticket management
Permissions — Role requirements for each action