Bulk operations

Bulk operations let you efficiently update many stakeholders simultaneously.

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Selecting stakeholders

1. Go to Stakeholders table view
2. Use checkboxes to select stakeholders:
   • Click individual checkboxes
   • Click the header checkbox to select all visible
   • Apply filters first to narrow your selection

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Available operations

With stakeholders selected, click Bulk Actions to access:

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Edit fields

Update common fields across selected stakeholders:

• Influence level
• Support level
• Readiness level
• Department
• Location

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Assign to project

Link selected stakeholders to a project:

1. Click Assign to Project
2. Select the target project
3. Confirm the assignment

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Add to group

Add stakeholders to a group:

1. Click Add to Group
2. Select the target group
3. Confirm

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Delete

Remove selected stakeholders:

1. Click Delete
2. Review the list
3. Confirm deletion

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Export

Export stakeholder data for external use:

1. Select stakeholders (or select all)
2. Click Export
3. Choose format (CSV)
4. Download the file

Exports include all stakeholder fields and group memberships.