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
Click "More" at the top right corner and "Export cards". On the next page, make sure the needed attributes are selected and reload if necessary. Then, click the "Download" button.This will generate a .xlsx document.
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.
Click "More" at the top right corner and "Import/update cards". Copy the spreadsheet data and paste on the text area. Click "Process data".
Select options. If you will import the spreadsheet keeping the export formats, it probably won't be necessary to change this.
Match the attribute columns with the corresponding Placker attributes. Ensure Placker ID and all the ones that will be edited are matched correctly. Select "Skip this column" for the attributes that don't need to be changed. Review the importing on step 4 and import.
Check if the attributes were correctly updated.
Open the board and click some of the cards to see if the attributes were updated. If something didn't go according to the plan, restart the process with attention to every step.