There are times in which we need to change many things at the same time in a board, whether it's a custom attribute or even the normal attributes.
For example, if there was a change in the name of the buyer, it might be necessary to edit the "Client name" custom attribute. Or even change the status of many cards.
Is this possible to do in Placker? The answer is... yes! And for this the process is basically:
Export the board to a spreadsheet
Edit the spreadsheet using Excel or Google sheets, for example
Import information back again to Placker
Check if the attributes were correctly updated
Here is a detailed step-by-step using a website development project as a use case:
Export the board to a spreadsheet
First export your data to a spreadsheet file by following the steps in this article.
Edit the spreadsheet using Excel or Google sheets, for example
On a spreadsheet editor, Excel for instance, make the edits that are needed. You can delete the columns that will not be updated, but make sure to keep the "Placker ID", because this is the identifier used to locate each card.
Import information back again to Placker.
Reimport the board by following the steps in this article. Make sure to match the attribute columns with the corresponding Placker attributes, including Placker ID and all the ones that will be edited.
Select and edit multiple cards in the board (Placker Labs)
For everyday changes across a handful of cards, you can select several cards directly in the board view and update them together, without exporting anything. This is the quickest way to change the same attribute on multiple cards at once, for example their status, members, labels, or the list they are in.
This feature is available as a Placker Labs experiment. To enable it, click your profile picture in the top right, go to Settings, then Placker Labs, and switch it on.
Once enabled:
1. In the board view, select the cards you want to change. Click the checkbox that appears on a card, or hold Ctrl and click cards to select and deselect them.
2. With the cards selected, choose the change you want to apply to all of them.
3. Placker applies the update to every selected card at once.
For larger or more complex updates, the spreadsheet method below still works well.
Questions, issues and feedback
If the steps above weren't clear or if you followed them and couldn't get anything done, please reach out to us using the chat button at the lower right corner of this page.