Bulk Actions

Understand the bulk actions in ProDeal and always stay ahead of your deals

Ian Group avatar
Written by Ian Group
Updated over a week ago

Bulk Actions will help you be even more productive by allowing you to perform actions to multiple checklist items all at once.

You can select the whole checklist at once using the square checkbox located on the left side above the checklist. Alternatively, use checkboxes for each item you want to select. You can use Shift + Mouse Click to select a range of line items, sub-folders, or documents in one click.

Selecting items will open the menu at the top of your checklist for actions such as Downloading, Managing Responsibility, Managing Access, Updating Status, Copy as Text, Deleting selected folders, Managing Due Dates, Marking documents as, or Export

Related Articles

Did this answer your question?