Bulk Operations
Select multiple items and perform batch actions to save time on repetitive updates.
Overview
Bulk operations let you select multiple items and apply changes to all of them at once. Update status, assign people, move items, delete, archive, and more — in a single action.
Selecting Multiple Items
Hold Cmd / Ctrl and click individual items to select them. Each selected item gets a blue highlight and a checkbox.
The Bulk Action Bar
When you have items selected, a Bulk Action Bar appears at the bottom of the screen showing:
- The number of selected items
- Available bulk actions
- A Deselect All button
Available Bulk Actions
Set Status
Change the status of all selected items to the same value.
Assign
Add or replace the assignee for all selected items.
Set Priority
Set the priority level for all selected items.
Set Date
Apply a due date or date range to all selected items.
Move to Group
Move all selected items to a different group on the same board.
Move to Board
Move all selected items to a different board.
Duplicate
Create copies of all selected items in the same group.
Archive
Archive all selected items. They can be restored later.
Delete
Permanently delete all selected items (moved to Trash with 30-day recovery).
Export
Export selected items as CSV, Excel, or PDF.
Set Any Column
Choose any column and set its value for all selected items.
Clear Values
Clear the value of a specific column for all selected items.
Bulk Import
Paste from Spreadsheet
Copy rows from Excel, Google Sheets, or any spreadsheet and paste directly into the Table view. ProBeya automatically maps columns by name and creates new items for each row.
CSV Import
Open Import
Click the Import button in the board toolbar and select CSV.
Upload File
Upload your CSV file or paste CSV content directly.
Map Columns
Map CSV columns to board columns. ProBeya auto-maps by matching column names. Adjust any incorrect mappings manually.
Preview and Import
Preview the first 10 rows to verify the mapping. Click Import to create all items.
Bulk import creates items immediately. For large imports (1000+ items), the process runs in the background and you will be notified when complete.
Bulk Export
Select items and click Export in the bulk action bar to download them as:
- CSV — Comma-separated values for spreadsheet use
- Excel (.xlsx) — Formatted spreadsheet with column types preserved
- PDF — Formatted document suitable for printing or sharing
- JSON — Structured data for programmatic use
Undo Bulk Actions
After performing a bulk action, a toast notification appears with an Undo button. Click it within 10 seconds to reverse the action. After the undo window closes, use the Activity Log to review and manually revert changes.
For safety, bulk delete operations always go to Trash first. Items in Trash can be recovered for 30 days.
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