Bulk operations let you efficiently update many stakeholders simultaneously.
Selecting stakeholders
- Go to Stakeholders table view
- Use checkboxes to select stakeholders:
- Click individual checkboxes
- Click the header checkbox to select all visible
- Apply filters first to narrow your selection
Available operations
With stakeholders selected, click Bulk Actions to access:
Edit fields
Update common fields across selected stakeholders:
- Influence level
- Support level
- Readiness level
- Department
- Location
Assign to project
Link selected stakeholders to a project:
- Click Assign to Project
- Select the target project
- Confirm the assignment
Add to group
Add stakeholders to a group:
- Click Add to Group
- Select the target group
- Confirm
Delete
Remove selected stakeholders:
- Click Delete
- Review the list
- Confirm deletion
Deleting stakeholders removes them from all projects, surveys, and historical data. This action cannot be undone.
Export
Export stakeholder data for external use:
- Select stakeholders (or select all)
- Click Export
- Choose format (CSV)
- Download the file
Exports include all stakeholder fields and group memberships. 