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Bulk actions in HoneyBook: Update multiple projects at once

Learn how to use bulk actions in HoneyBook to move, delete, archive, tag, email, or update multiple projects at once

Updated today

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 icon Table view, not the Kanban board view icon Kanban board.


Before you start: Select your projects

All bulk actions follow the same selection flow. Before taking any action:

  1. From the navigation menu, select Projects

  2. Make sure you're in the Table view icon Table view, not the Kanban board view icon Kanban board — bulk actions are only available in the table

  3. Make sure you're viewing your own projects — not a team member's view or projects in the All project view

  4. 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.

  1. From the navigation menu, select Projects

  2. Select your projects

  3. In the bulk action bar, select Send email

  4. Select an email template, or write an email from scratch

  5. Select Send

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

  1. From the navigation menu, select Projects

  2. Select your projects

  3. In the bulk action bar, select Move stage

  4. Use the dropdown to select the pipeline stage to move the projects to

  5. Select Move [number of projects]

Archive projects

  1. From the navigation menu, select Projects

  2. Select your projects

  3. In the bulk action bar, select Archive

  4. Use the dropdown to select the reason for archiving

  5. 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

  1. From the navigation menu, select Projects

  2. Select your projects

  3. 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

  1. From the navigation menu, select Projects

  2. Select your projects

  3. In the bulk action bar, select Add team members

  4. Select the team member(s) to add > Add [number of members]

Add or remove project tags

  1. From the navigation menu, select Projects

  2. Select your projects

  3. In the bulk action bar, select Add tags or Remove tags

  4. Check the tags you want to add or remove

  5. 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!