Bulk Actions

The bulk action bar is one of Codecks’ most powerful productivity features, allowing you to select multiple cards and perform operations on all of them at once. This is essential for efficiently managing large numbers of cards.

Selecting Multiple Cards

There are several ways to select multiple cards:

Using the Mouse

• Click to select - Click the selection icon (checkbox) that appears in the top-left corner when hovering over a card
• Click and drag - Click and drag across multiple cards to select them all at once
• Ctrl/Cmd + Click - Hold Ctrl (Windows/Linux) or Cmd (Mac) and click individual cards to add them to your selection

Using Keyboard Shortcuts

Tag-Based Selection

In views with tag filters, you can use the tag selection button (designated with the # icon) to select all cards that share certain tags. When multiple tags are selected, use the “and” and “or” buttons to switch between finding cards that have all the selected tags or any of the selected tags.

The Bulk Action Bar

Once you’ve selected one or more cards, the bulk action bar appears at the top of your screen, replacing the normal header. It shows how many cards are selected and provides quick access to all bulk operations.

Available Bulk Actions

The bulk action bar groups operations into several categories. Not all actions are available in every context - some depend on your permissions, the organization’s enabled features, or whether you’re in a specific view (like milestones or runs).

Moving & Organizing

Card Properties

Hero Cards & Dependencies

• Add to Hero Card (s) - Add selected cards as sub cards to an existing hero card, or create a new hero card containing the selected cards

• Create Dependency Chain (only in journey views) - Automatically create a chain of dependencies between selected cards in the order they appear. Example: Selecting cards B, C, and E creates dependencies B→C→E

Card Management

• Copy Cards - Duplicate selected cards to the same or a different deck. Choose which properties to copy: effort, priority, owner, tags, attachments, runs, milestones. Hero cards are copied without their sub cards.

• Export as CSV - Export selected cards to a CSV file with customizable fields.

• Mark as Done - Quickly mark multiple cards as done (updates workflow state)

• Archive Cards (r) - Archive selected cards that are not already archived

• Delete Cards (backspace) - Permanently delete selected cards

• Snooze Conversations (only visible when in conversation threads) - Move unactionable conversations out of your conversation overview for a set time period

Bulk Actions for Observers

Common Workflows

Bulk triage after planning session

1. Filter cards by a specific tag (e.g., “needs-estimation”)
2. Select all with ctrl/cmd+a
3. Set effort, priority, and owner via bulk actions
4. Assign to current run

Clean up completed work

1. Filter by workflow status “done” and old milestone
2. Select all
3. Archive with r

Export for reporting

1. Filter cards by run/milestone
2. Select all
3. Export with custom fields (owner, effort, tracked time, workflow state)
4. Analyze in spreadsheet

Reorganize after deck split

1. Filter cards by a specific tag
2. Select all
3. Move to new deck with d
4. Remove the tag with t