Bulk actions in your pipeline allow you to take an action in multiple projects at once. This includes sending emails, moving stages, adding team members, and adding or removing project tags.
Send a bulk email
Follow the steps outlined in this article.
Move stages, delete, or archive
From your HoneyBook home page, click the Projects tab
Make sure your current pipeline view is of the one you'd like to update
For example, you may only want to update projects in the Completed stage
To adjust this, you can:
Click into a particular project stage to view projects at that stage in their lifecycle (or, select the Active bucket to see all projects that are in the works)
Click a column header to sort the list you're viewing by project name, date, type, etc.
Once in your selected list of projects, hover over a project and check the box that appears to the left of the project name
This will make your bulk action options visible
Check the boxes of the additional projects you want to move
You can also check the box at the top of the column to select all projects in the list you're viewing
Click one of the bulk action icons to choose what you’d like to do with these projects, including:
Move projects to another pipeline stage
Delete projects from your HoneyBook account
If a project contains a file on which a payment has been made, the project cannot be deleted
Archive projects
Archiving projects hides them from your main pipeline and pauses any HoneyBook notifications, payment reminders, and/or automated payments
Depending on which action you take, you may need to:
Select the pipeline stage to which you’ll move your projects
Select the reason for archiving your projects
Confirm you’d like to delete your projects
Add team members
From your HoneyBook home page, click the Projects tab
Make sure your current pipeline view is of the one you'd like to update
For example, you may only want to update projects in the Follow Up stage
To adjust this, you can:
Click into a particular project stage to view projects at that stage in their lifecycle (or, select the Active bucket to see all projects that are in the works)
Click a column header to sort the list you're viewing by project name, date, type, etc.
Once in your selected list of projects, hover over a project and check the box that appears to the left of the project name
This will make your bulk action options visible
Check the boxes of the additional projects you want to add team members to
You can also check the box at the top of the column to select all projects in the list you're viewing
Click the Add team members icon
Select the team member(s) you'd like to add to the projects > Add Member
Add or remove project tags
From your HoneyBook home page, click the Projects tab
Make sure your current pipeline view is of the most use
For example, you may only want to update projects in the Follow Up stage
To adjust this, you can:
Click into a particular project stage to view projects at that stage in their lifecycle (or, select the Active bucket to see all projects that are in the works)
Click a column header to sort the list you're viewing by project name, date, type, etc.
Once in your selected list of projects, hover over a project and check the box that appears to the left of the project name. This will make your bulk action options visible
Check the boxes of the additional projects you want to adjust the tags for
You can also check the box at the top of the column to select all projects in the list you're viewing
Select the tag icon
Depending on if you'd like to bulk add or remove tags, select either:
Choose which tags to add...
Chose which tags to remove....
Click the tags drop-down > check off the tag(s) that you’d like to add or remove from the select projects
Click the ADD or REMOVE button to confirm your action
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!