Bulk Actions in the Data Tool
How to perform bulk actions with KPIs in the Data tool.
-
Insights
-
Data
-
Rocks
-
To-Dos
-
Issues
-
Meetings
-
Headlines
-
Vision
-
Org Chart
-
1-on-1
-
Process
-
Directory
-
Knowledge Portal
-
Mastery
-
Assessments
-
Partner Hub
-
Integrations and Beta
-
Account Options and Troubleshooting
-
Mobile (Beta)
You can perform the following actions with one or more KPIs from a single group:
- Move to a different group (on the same Scorecard)
- Duplicate
- Create a To-Do
- Create an Issue
- Remove from the group (this option does not delete KPIs)
To perform one or more of the above actions:
- Click one or more checkboxes from KPIs on your Scorecard in the same group.
- Click the Select action button from the top of the same group.
- Choose the action.