Bulk Update Information on Multiple Records

Edit your orders, invoices, bills and other records at once using Bulk Update.

Perform simple updates on many records at a time. Save hundreds of clicks and lots of time on repetitive, manual tasks.

How It Works

Check out this video walkthrough:

  1. Select one or more records on a board.
  2. In the bulk action bar, select “Bulk update” to open the bulk update popover.
  3. Select which field you want to update.
  4. Enter or select the value to update the field.
  5. (Optional) Add updates by clicking “Add field” and repeating steps 3 & 4.
  6. Click “Update” to make all the specified updates to the selected records.