Update Several Workflow Cards

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If you're using the Add to Workflow list automation, some workflows will acquire several cards in one moment. Select multiple cards to quickly complete or skip a step, remove them from the workflow, reassign them to another person, or snooze the card.

From the workflow, use Select All to make changes to every card in the step, or hover over a person's picture to select them.

selecting cards

Once you've selected a card, you have access to make some changes to those cards.

editing multiple cards
  1. Complete this step for the selected cards, which sends them to the next step.
  2. Skip this step for the selected cars, which sends them to the next step.
  3. Remove the selected cards from the workflow entirely.
  4. View the number of cards selected.

In addition to those changes, you can reassign or snooze cards.

Reassign Cards

Tap the people icon to open a box to type the name of the person who should handle the selected cards.

reassign

Select the name of the person, and the cards will be assigned to that person.

Snooze Cards

Tap the clock icon to choose how long to snooze the selected cards.

snooze

The card will be moved to the Snoozed section, and the assignee will be alerted in the selected time.

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