.png){kind=logo}
Project Bulk Actions
In your Motion.io Project Dashboard, the "Bulk Actions" dropdown provides a quick way to perform different actions across multiple projects simultaneously.
📢 Note: This article explains how to use bulk actions across multiple projects. Click here to learn more about using bulk actions in individual projects.
How to Use Project Bulk Actions
Select "Projects" from the left sidebar to open your Project Dashboard. In the dashboard, click the checkbox on the left side of each project you want to include, and click "Bulk Actions" in the upper right to open the dropdown.
In the dropdown, there are four different bulk actions to choose from. The sections below will provide additional details about what each of these actions do.
👋 Tip: Project Bulk Actions can be especially helpful when used with the different filter options on the Projects Dashboard. Click here to learn more about using project filters.
Add Team Members to Projects in Bulk
In Motion.io, team members without the "Admin" role can only access projects to which they have been invited. To add a team member to multiple projects simultaneously, click the checkbox on the left side of each project, select the "Add team member" option from the "Bulk Actions" dropdown, and choose the team member you want to add.
📢 Note: To add team members to projects in Motion.io, you must first add them to your account. Click here to learn more about adding and managing team members in Motion.io.
Set Project Statuses in Bulk
In the Projects Dashboard, projects are filterable by three statuses: Active, Completed, and Archived. To use bulk actions to set the status for multiple projects simultaneously, select the projects whose status you would like to change and choose a new status for them via the "Bulk Actions" dropdown.
📢 Important Note: Projects set to "Deleted" (whether individually or using a bulk action) will be entirely erased and cannot be recovered. For projects you no longer want prominently displayed in the dashboard but may wish to access in the future, we recommend using the "Archived" status.
Add or Remove Project Tags in Bulk
After creating tags in your Motion.io account, you can use Project Bulk Actions to add or remove them.
To add a tag, select some projects from your dashboard, click "Add a tag" from the "Bulk Actions" dropdown, and choose the tag you'd like to apply. Tags you have applied to your selected projects will not be clickable.
To remove tags, select some projects, click "Remove a Tag" from the bulk actions dropdown, and choose the tag you'd like to remove. Tags not currently applied to the projects you select will not be clickable.
Import Tasks in Bulk
The final, most frequently used Project Bulk Action—"Import Tasks"—enables you to import tasks and stages from your Motion.io templates, assign them to clients, and simultaneously send them in multiple projects.
Click here for a separate article that explains how the "Import Tasks" bulk action works in greater detail