The Bulk Actions feature allows users to efficiently manage and perform actions on multiple teams at once, streamlining workflows and saving time. Below is a comprehensive guide to using the Bulk Actions feature.
Accessing the Bulk Actions Feature
Inside the nBold App: click on the top-tight menu and locate "Bulk".
Users with roles "nBold Admin" "Governance Manager" and "Teams Admin" or "Global Admin" can access the bulk module.
Search and Select Teams
Search and Filter Options:
Use the search bar to find specific teams by name.
Apply additional filters based on:
Template: Filter teams by the associated template.
Number of Owners / Members / Guests: Select teams based on the number of owners.
Last Activity Date: Filter teams based on the date of their last activity.
Combine multiple criteria to refine your results.
Status Indicators:
Active : the team has a last activity date under 30 days.
Inactive XX : the team has a last activity date beyond 30 days with the number of days indicated.
Archived: the team is archived
Deleted-Restorable: the team is deleted but can be restored
Deleted: the team is permanently deleted
Here an example of all the teams containing "PRJ" in the title and that are inactive
Select:
Select each desired teams Use the checkboxes next to each team name to select individual teams.
Or Select All Teams
Performing Bulk Actions
Once you have selected the desired teams, click the Actions menu to view available bulk actions:
Send Email to Owner | Sends an email notification to the owner(s) of the selected teams |
Remove Guest | Removes guest users from the selected teams |
Attach Template | Attaches a specified template to the selected teams. The content of the team is not touched by this operation, this will re-attach in the data model the team ID to the template ID and therefore apply all the governance policies defined at the template level on the selected teams. |
Archive / Unarchive Teams | Archives or Unarchives the selected teams. Archived teams are no longer active but can be restored later if needed. |
Delete / Restore Teams | Permanently deletes the selected teams. Teams can be restored for 30 days. |
Use Case example
Test teams deletion: Search for all the teams containing "Test" send a notification to teams owners and then delete permanently the teams.
Archive inactive teams: search for teams inactive before a particular date and bulk archive them
Solo Owner teams: search for teams with only one owner and send a notification to request them adding a second owner at least
Find teams not attached to templates: select the teams that are not attached to any template to a template and attach them to the desired template.
The Bulk Actions feature is designed to enhance productivity by simplifying the management of multiple teams in one go. After performing any bulk action, you are sent to the History Page, where you can view a detailed log of all operations performed. For any issues or further assistance, contact the support team.