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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.

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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.

A column header three-dot menu open in the journey map editor, listing Add column right, Move column left, Move column right, Select all cards, and Delete column.
Column menu > Select all cards

How to apply a bulk action

Several cards selected in a journey map, with the bulk action bar appearing at the bottom of the editor to apply an action across the whole selection.
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 action bar for two selected Text cards, reading Bulk edit, 2 text cards, with Bold, size, font, a fill icon, Header, Tags, Persona, Change type, and Delete actions.
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. Change type switches every selected card to a different type at once, for a single-type selection of an eligible type (Text, Stage, or a portfolio item type). See How to change a card's type for which types are eligible and what carries over.

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Tip: Give a whole lane a matching height

Which actions you get: same type vs mixed type

The bulk bar changes depending on the cards you pick. Text formatting only works when every selected card is a text or stage card, since no other type has editable body text. Header and Height are middle cases, not strictly single-type: Header stays on the bar for any mix that doesn't include a stage card, since every other card type has a header; Height stays only for a mix of text and stage cards, since those are the two types that support it.

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), Height, fill, Header, Tags, Persona, Change type, 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, Header, Tags, Persona, and Delete. Height also stays if the mix is only text and stage cards.

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

The bulk action bar for a mixed selection, labelled Filter, 3 items, showing the fill, Header, Tags, Persona, and Delete actions.
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.

The Filter dropdown open above the bulk bar, listing Stage, Text, and Image card types, each with a count of 1.
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.

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