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Understanding Bulk Actions

Matidor 101: Understanding Bulk Actions | Manage Projects and Data Efficiently

Written by Queena
Updated over 2 weeks ago

Learn how to use Bulk Actions in Matidor to manage multiple projects, work items and budgets at once. This quick tutorial walks you through where to find Bulk Actions, how they work across tabs and the key features that help you save time and stay organized.

In this video, you’ll learn how to:

  • Access Bulk Actions by switching to Table View in All Projects

  • Use the Projects tab to manage invitations, add to portfolios and set parent projects

  • Perform Batch Updates to quickly edit multiple records at once in Projects, Work, Budget, and Cost tabs

  • Archive completed projects and keep your workspace tidy

  • Understand which tabs support Bulk Actions for efficient project management

Bulk Actions in Matidor help you make updates faster, collaborate easier and maintain clean data across your workspace.

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