Video Walkthrough
Written Instructions
Bulk Actions
To perform a bulk update across one or more project, start by checking the boxes besides the Project names:
This will display a bulk action box as seen below. Let's talk about what all you can do!
X: Clicking the X will uncheck the projects
Edit: This will load a slide out menu from the right side that will allow you to bulk update items such as the status of the project, the owner, the Curate calendar color and tags. If you make any changes, don't forget to click the Save button.
View Prints: You may select one or more project to generate an Project Prints page. Project prints is a powerful feature that is highly customizable with various print types such as Project Overview, Invoice, Pack List and Recipe Sheet. For more information on project Prints, please see our video walkthrough and article.
Shopping list - You may select one or more projects to generate a shopping list that will display a list of items generated from each project's orders section.
Archive Projects: This will archive the selected projects.
Delete Projects: This will delete the selected projects. Note: If you delete an project, it can not be recovered.
... More: This will allow you to sync the selected projects to an integration of your choice such as Quickbooks Online, Galley, Nowsta and Google Calendar
Filters
Filters will allow you to adjust the list of projects within your current view. For a full write up on how Filters work, please see this article.
Tag Icon
Clicking the Tag icon will enable the ability to see all tags associated with projects displayed on the Project page.
You may also add a new tag to projects by using the Add Tag button.
Individual Project Options
Individual Project options will be listed on the far right side of the project as seen below.
