How to bulk edit cards

Select several cards in a journey map at once and tag, recolour, style, assign personas, or delete them in a single action.

Change many cards in a journey map in one go instead of one at a time. Select the cards, then use the bulk action bar to tag them, assign personas, recolour or restyle them, or delete them together.

If you want to act on whole journey maps from the dashboard list rather than cards inside one, see How to bulk-edit journey maps in the list.

How to select multiple cards

There are three ways to select more than one card:

• Select all cards in a lane - Open the lane's three-dot menu and click Select all cards.

• Select all cards in a column - Open the column header's three-dot menu and click Select all cards.

• Pick cards by hand - Hold Shift and click each card you want. This works across different lanes and columns.

Column menu > Select all cards

How to apply a bulk action

Select multiple cards, then apply a bulk action from the bar

1

Select the cards you want to change

Use any of the three methods above. You can combine them, for example select a whole lane, then Shift+click a few more cards in another lane.

2

Choose an action from the bulk bar

Once two or more cards are selected, a bulk action bar appears at the bottom of the editor. Click the action you want to apply to every selected card. The actions on offer depend on whether your selection is one card type or several (see below).

The bulk bar for a single-type selection, with the full action set

The Tags, Persona, fill (colour and background), and Delete actions are always available. Tags and Persona add or remove the same tag or persona across the whole selection. Delete removes every selected card at once.

Which actions you get: same type vs mixed type

The bulk bar changes depending on the cards you pick. Card formatting and the card header only work when every selected card is the same type, because not all card types share those controls.

One card type selected

The bar reads Bulk edit with a count, for example 3 text cards. You get the full action set: text formatting (Bold, size, font), fill, Header, Tags, Persona, and Delete.

Single-type selections also unlock that type's own actions, such as changing the display type of portfolio cards.

Mixed card types selected

The bar reads Filter with a count, for example 3 items. Only the actions every card shares stay on the bar: fill, Tags, Persona, and Delete.

To reach a type's formatting actions, narrow the selection with the Filter dropdown.

A mixed-type selection keeps only the shared actions

To work on one type within a mixed selection, click Filter and choose a card type. The dropdown lists each type in the selection with its count.

Filter the selection down to one card type

Once the selection is narrowed to a single type, that type's actions appear on the bar, the same set you would see if you had selected only those cards to begin with.

Related topics

How to add and edit cards

The card toolbar, details panel, colours, and header for a single card.

How to use text cards

Text formatting in detail, including bulk formatting by filtering a selection to Text.

How to assign a persona to a card

Assigning personas to cards, including bulk-assigning to a selection.

How to use tags

Applying tags to cards and filtering a journey map by them.