In this video, we'll show you how you can update the status of multiple items all at once.
💡 Tip: To enable the Exports and Actions menus, please select at least one item. If no item is selected, the menus will remain grayed out.
Whenever you clip something, it is initially added as "Unspecified." To make it visible to your clients or to include it in the Project Budget, you must change its status from "Unspecified" to something else.
First, select an item.
Click on the items you want to update or "Select All."
Go to the Actions menu and Click on "Update Status."
Choose the status you want.
That's it!
Looking to Update Status Dates Instead?
The Update Status action only changes the status label (e.g., Proposed, Ordered, Shipped). To bulk update status dates like Estimated Install Date, Estimated Ship Date, or PO Submit Date, use Bulk Edit instead:
Select the items you want to update.
Go to Bulk Actions and choose Edit.
Scroll down to the Dates & Status section.
Enter or update the dates you need, then click Save.
For more details, see How To Bulk Edit Items.