This guide will walk you through the process of performing bulk actions on a variety of resources such as tasks, projects, companies, and plans within the Stax.ai CX platform. By following these steps, you will learn how to efficiently manage your data, saving you valuable time and effort.
Setting Up for Bulk Actions
Go to the section of the platform where you would like to perform bulk actions (e.g., tasks, projects).
Ensure your filters are set correctly to view the items you want to modify. This allows you to focus on specific subsets of data.
Filters can be used creatively to select all tasks or just specific tasks you'd like to work on.
Initiating Bulk Actions on Tasks
Click on 'More' in the top right corner and select Bulk Actions.
Use the checkboxes to select the tasks you want to perform actions on.
Use Shift + Click to quickly select all items between the first and last clicked tasks.
Performing Bulk Edits
Click Bulk Actions again in the top right corner and choose Bulk Edit.
Select the attributes you wish to modify, such as assignee, due date, or priority. Set the desired values for these attributes.
When ready with modifications, click Execute to apply changes.
Using Bulk Actions with Projects, Plans, or Clients
For resources with tags, custom data fields or internal assignees, the bulk actions tool lets you set these by key or role. See the example below for how to use Bulk Actions on Plans.
Go to the Plans section and set your filters appropriately.
Select the plans you want to modify using the check-boxes.
You can modify additional attributes for plans such as tags, custom data variables, and internal contacts.
Choose attributes to change from the Bulk Edit menu and set new values.
Be cautious when using bulk actions, as incorrect modifications can affect data integrity.
Finalizing Bulk Actions
After executing bulk changes, verify that the modifications appear as expected in your data view.
Changes are recorded in the activity logs to provide transparency and accountability of the modifications.
By mastering bulk actions in Stax.ai CX, you can significantly enhance your productivity and data management capabilities. Whether you're updating tasks, modifying plans, or assigning resources, these techniques provide a powerful way to streamline your workflow.