Step 1 – Open bulk edit for SOPs
Go to your SOPs section and click the three-dot menu.Select Bulk Edit SOPs.You can edit up to 500 SOPs at once, so in most cases just hit Select All.
Step 2 – Make your SOP updates
With your SOPs selected, you can update:
- Names
- Layout images
- Cover sheets
- Visual settings – colors, headings, and borders
Work through the fields you want to change.
Step 3 – Confirm your SOP changes
Once you’ve made your updates, confirm the changes.That’s it. All selected SOPs update at the same time.This is the fastest way to fix naming inconsistencies or sort out color coding that has drifted across your document set.
Step 4 – Open bulk edit for Kanban cards
Go to the Kanban tab and click the three-dot menu.Select Bulk Edit Kanban Cards.You can edit up to 100 cards at once. Select the ones you want to update, or use Select All.
Step 5 – Choose your fields and update
Pick the fields you want to change. Options include:
- Descriptions
- Card types
- Ordering details
Step through each field and make your updates.
Step 6 – Confirm and save
Once you’re done, confirm your changes and save.All selected Kanban cards update together.
