Bulk project actions
Add members, set a stage or type, archive, or delete many projects at once from the organization project table.
Select several projects in Organization Settings > Projects > All projects and act on all of them in one step, instead of opening each project in turn.
Who can do this
The bulk actions live only in the organization project table, which is open to Org Admins and Org Owners. The everyday Projects list has its own, smaller set of bulk actions.
Add members
Org Admin or Org Owner
Set stage, Set type
Org Admin or Org Owner
Archive, Unarchive
Org Admin, Org Owner, or Project Owner
Delete
Org Admin, Org Owner, or Project Owner
Selecting projects
Narrow the list first with search, Filters, or Source. Filtering by member, client, type, or stage is usually faster than hunting through pages.
Tick the checkbox on each project, or the checkbox in the header to select every project on the current page.
The action buttons appear above the table once at least one project is selected.
Selection covers one page at a time. The header checkbox selects the page you are looking at, not every project matching your filters. To act on more projects at once, raise Rows per page at the bottom of the table before selecting.
Adding members to several projects
Outcome: the people you pick hold the role you choose on every project you selected.
Select the projects.
Click Add members.
Search for people on the left and click to add them. Only existing members of your organization appear here — invite new people in Organization Settings > Users first.
Set each person's role on the right: Owner, Member, or Viewer (plus Lead, if your organization has that role turned on). The role applies to every selected project.
Check the project list under N projects selected. Click Remove on any project you did not mean to include.
Choose what happens to anyone who already has a role on one of these projects:
Leave them as they are — their existing role is untouched.
Change their role to the one set above — their role is replaced.
Tick Email everyone about their new projects if you want people notified. This sends one email per person per project, so a large selection sends a lot of mail. It is off by default.
Click Add N people to N projects.
Expected result: a confirmation appears, and the Members column updates on the projects you selected.
Adding someone as Owner does not replace the project's existing owner. A project can have several owners.
Owner cannot be granted through a group. If you need people to own projects, add them here or in project settings. Groups can grant Lead, Member, or Viewer only — see Project roles.
Setting a stage or type
Select the projects.
Click Set stage or Set type.
Pick a value from the list, or choose Clear stage / Clear type to empty that column.
Expected result: the Stage or Type column updates on every selected project.
Stages and types have to exist before you can assign them. Create them in Project stages and Project types.
Archiving and deleting
Archive hides projects from the active list while keeping their content. Select archived projects and click Unarchive to bring them back.
Delete removes the projects and their content permanently. You are asked to confirm, and the action cannot be undone.
Troubleshooting
Symptom: after adding members, a panel says Partly applied or Nothing was changed.
Likely cause: some project-and-person pairs could not be changed. The panel groups them by reason.
Fix: read the reason next to each pair.
Already had a role on the project
The person is already a member. Re-run with Change their role to the one set above if you meant to change it.
Already had exactly this role
Nothing to do.
You can't add members to these projects
Personal workspaces, which never take members.
Project no longer exists
The project was deleted while the dialog was open.
No active account for this email
The account was removed or suspended.
That role is not enabled for your organization
The Lead role is not turned on. Pick another role.
Symptom: someone shows in the Members column but adding them again still changes something.
Likely cause: they had access through a group, not directly. Group access does not give them a role of their own.
Fix: this is expected. Adding them directly gives them their own role, which is the only way to make a group member an Owner.
Symptom: the request is refused, saying too many memberships would change at once.
Likely cause: projects multiplied by people is over the limit for one request.
Fix: select fewer projects or fewer people and repeat. You can add at most 50 people to at most 500 projects in one step, and no more than 10,000 project memberships in total.
Next steps
Project roles — what Owner, Lead, Member, and Viewer can do
Groups — grant recurring access to many projects without repeating this
Project templates — pre-bind groups and roles on new projects
Project import — set owners and members while importing projects from a spreadsheet
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