Performing Bulk Actions in the Card Manager

Roles: Authors

Bulk Actions in the Card Manager ⚡️

Managing lots of content can mean lots of repetitive tasks for the Author. Card Manager makes an Author's job simpler by allowing you to filter and take care of tasks for numerous Cards at once. Completing bulk actions helps Authors keep up with dynamic content, ensuring that your team doesn't miss a beat!

How to Filter Cards

  1. In order to perform bulk actions on Cards, you'll need to find the appropriate Cards. You can do this easily by filtering in Card Manager. Access it by going to the web app and selecting Card Manager from the top navigation bar.

  2. On the right side, you will see a list of Card attributes. Select the ones you'd like to sort by and enter the associated values.

  • For example, if you wanted to see all the Cards Bobby has created that are not on Boards, the filter configuration could look as such:

  • Guru automatically filters the Cards that match the attributes as you select them.

  • To adjust the Card attributes displayed in Card Manager, click the Displayed Attributes button and select the aspects of your Cards you want to see.

How to Perform Bulk Actions

  1. Navigate to Card Manager by selecting it from the top navigation bar of the web app (app.getguru.com).

  2. Here, you will see all the Cards your team has created along with certain key attributes about each one.

    1. Filter to find the Cards you'd like to act on.

    2. Select the Cards you'd like to perform the bulk action of your choice on by clicking in the checkbox located to the left of each Card title.

    3. To select all Cards, check the box next to Card Title.

  3. Select the bulk action you'd like to perform. The options are as follows:

ICONACTION💡NOTES:
Screen Shot 2019-08-19 at 10.41.29 PM.pngVERIFY

You can only bulk verify Cards you are the verifier of, all other selected Cards will not be verified and an error will show up.
Screen Shot 2019-08-19 at 10.41.47 PM.pngUNVERIFY
Screen Shot 2019-08-19 at 10.41.56 PM.pngCHANGE VERIFIER

The Verifier cannot be changed across multiple Collections at once.
Screen Shot 2019-08-19 at 10.42.03 PM.pngCHANGE VERIFICATION INTERVALYou can only change the verification interval of Cards in Collections you have Author access to.
Screen Shot 2019-08-19 at 10.42.10 PM.pngMOVE TO COLLECTIONYou must be an Author in both of the Collections that you move Cards between.
Screen Shot 2019-08-19 at 10.42.18 PM.pngADD TO OR REMOVE FROM BOARD(S)
Screen Shot 2019-08-19 at 10.42.26 PM.pngSHARE/PRIVATE

You can only share Cards or make Cards Private that you are the Author of.
Screen Shot 2019-08-19 at 10.42.33 PM.pngTAG
Screen Shot 2019-08-19 at 10.42.40 PM.pngEXPORT

NOTE: the exported Cards will be emailed to you as a CSV.
The exported Cards will be emailed to you as a CSV.
Screen Shot 2019-08-19 at 10.42.48 PM.pngARCHIVE

You can recover archived Cards at any time in Card Manager. Instructions on how to do so can be found here.
  1. Add any additional information such as the Board, or the new verifier and click Save to confirm your action.

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