Bulk Operations
Bulk operations let you apply a template to many items simultaneously. Each item gets its own personalized update with variables resolved individually.
How to Use Bulk Mode
Section titled “How to Use Bulk Mode”- On your board, select multiple items using the checkboxes
- In the bottom action bar, click Apps → Quick Updates
- Choose a template from the picker
- Review the confirmation dialog
- Click Apply to All
Selecting Items for Bulk Update
Confirmation Dialog
Section titled “Confirmation Dialog”Before processing, you’ll see a confirmation that shows:
- Item count — How many items will receive the update
- Sample preview — The resolved template for the first item, so you can verify it looks correct
- Personalization note — A reminder that each item gets its own resolved version
Bulk Confirmation Dialog
Progress Tracking
Section titled “Progress Tracking”Once you confirm, the operation runs in two phases:
Phase 1: Preparing
Section titled “Phase 1: Preparing”Quick Updates fetches data for all selected items (names, column values, etc.) and resolves variables for each one individually.
Phase 2: Sending
Section titled “Phase 2: Sending”Updates are posted in batches. You’ll see a progress bar:
Sending updates... 48 of 120████████████░░░░░░░░ 40% Bulk Progress — Sending Updates
Results Summary
Section titled “Results Summary”When the operation completes, you see a summary:
- Succeeded — Number of items that received their update
- Failed — Number of items that encountered an error, with reasons listed
- Retry button — Re-attempts only the failed items (without re-fetching data)
- Done button — Close the dialog
Bulk Results Summary
Error Handling
Section titled “Error Handling”Individual item failures don’t stop the entire operation. Common failure reasons:
| Reason | What to do |
|---|---|
| Rate limit reached | Click Retry — it picks up where it left off |
| Item deleted during operation | No action needed — skip it |
| Permission denied | Check your board permissions for those items |
The Retry Failed button reuses already-resolved template data, so retrying is fast — it only re-sends the updates, it doesn’t re-fetch item data.
Tips for Bulk Operations
Section titled “Tips for Bulk Operations”- Test with a small selection first — Select 2-3 items to verify the template looks right before running a large batch.
- Use variables — Bulk mode is most powerful when templates include variables. Each item gets personalized content.
- Check the sample preview — The confirmation dialog shows one resolved example. Make sure it looks right.
- Off-peak hours — For very large batches (500+), consider running during lower-traffic times.