Bulk actions let you update multiple projects in one step — saving time when you need to move a batch of projects to a new stage, send an email to all participants across several projects, add a team member, or clean up tags.
📣 Note
Bulk actions are only available in the
Table view, not the
Kanban board.
Before you start: Select your projects
All bulk actions follow the same selection flow. Before taking any action:
From the navigation menu, select Projects
Make sure you're in the
Table view, not the
Kanban board — bulk actions are only available in the tableMake sure you're viewing your own projects — not a team member's view or projects in the All project view
Apply any filters, or adjust your view so the right projects are visible
For example, filter to show only projects in the Completed stage
Select projects
Select individual projects: Hover over a project, then check the box to the left of its name
Once at least one project is selected, the bulk action bar appears at the bottom of the screen
Select all on the page: Check the select all checkbox at the top of the Projects table
Select all projects across all pages: After selecting all on the page, choose Select all in the bulk action bar
Select all and exclude specific projects: Select all using the previous steps, then uncheck individual projects you want to exclude
Available bulk actions
Send a bulk email
Bulk emails work like email blasts — sent to all participants across the projects you select. Each recipient receives the email as if it were sent individually, and no one sees other recipients' addresses.
From the navigation menu, select Projects
Select your projects
In the bulk action bar, select Send email
Select an email template, or write an email from scratch
Select Send
Sent emails appear in each project's activity feed
You can also track whether recipients opened the email
Bulk email limitations
Your email must be integrated with HoneyBook to use this feature
Bulk emails are one-time sends — not for drip campaigns or recurring emails
Every participant in each selected project receives the email
You can’t add or remove individual recipients
You can select up to 100 projects per bulk email send
You can send up to 10 bulk emails per 24-hour period, subject to recipient limits:
More than 50 projects: Up to 600 recipients
Fewer than 50 projects: Up to 200 recipients
Move to a pipeline stage
From the navigation menu, select Projects
Select your projects
In the bulk action bar, select Move stage
Use the dropdown to select the pipeline stage to move the projects to
Select Move [number of projects]
Archive projects
From the navigation menu, select Projects
Select your projects
In the bulk action bar, select Archive
Use the dropdown to select the reason for archiving
Select Archive [number of projects]
📚 Tip
Archiving moves projects from your main pipeline to the Archived stage. This pauses HoneyBook notifications, payment reminders, and automated payments for those projects. Learn more about archiving projects.
Delete projects
From the navigation menu, select Projects
Select your projects
In the bulk action bar, select Delete > Delete [number of projects]
📣 Note
Projects that contain a file with a payment on record can’t be deleted.
Add team members
From the navigation menu, select Projects
Select your projects
In the bulk action bar, select Add team members
Select the team member(s) to add > Add [number of members]
Add or remove project tags
From the navigation menu, select Projects
Select your projects
In the bulk action bar, select Add tags or Remove tags
Check the tags you want to add or remove
Select Add to [number of workspaces] or Remove from [number of workspaces]
📣 Note
There’s a limit of 50 tags per project.
Still have questions? Feel free to send us a message by clicking the Question Mark icon on any HoneyBook page. Our team is always happy to help!
