{"id":148,"date":"2026-06-12T11:17:50","date_gmt":"2026-06-12T11:17:50","guid":{"rendered":"https:\/\/help.actionfunder.org\/funders\/?post_type=ht_kb&#038;p=148"},"modified":"2026-06-15T13:52:02","modified_gmt":"2026-06-15T13:52:02","slug":"bulk-actions","status":"publish","type":"ht_kb","link":"https:\/\/help.actionfunder.org\/funders\/help\/bulk-actions\/","title":{"rendered":"Bulk actions"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">Managing a busy matchlist means a lot of decisions. Tagging projects, shortlisting your favourites, declining those that aren&#8217;t the right fit. Done one by one, it takes time you don&#8217;t always have. Bulk actions let you move through your matchlist faster, doing more in a single click.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">What are bulk actions?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">From your fund management page, you can select multiple projects from your matchlist and act on them all at once. No more scrolling back and forth or repetitive clicking.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The available bulk actions are:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Shortlist<\/strong> &#8211; move multiple projects into your shortlist in one go<\/li>\n\n\n\n<li><strong>Decline<\/strong> &#8211; let applicants know they haven&#8217;t been successful, without having to open each one individually<\/li>\n\n\n\n<li><strong>Tag<\/strong> &#8211; apply a tag across a group of projects at once to keep your matchlist organised<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">How to use bulk actions<\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Go to your fund management page and open your matchlist<\/li>\n\n\n\n<li>Select the projects you want to act on using the checkboxes<\/li>\n\n\n\n<li>Choose your action from the bulk actions menu<\/li>\n\n\n\n<li>Confirm &#8211; and you&#8217;re done<br><\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"664\" src=\"https:\/\/help.actionfunder.org\/funders\/wp-content\/uploads\/sites\/2\/2026\/06\/Screenshot-2026-06-15-at-14.46.30-1024x664.png\" alt=\"\" class=\"wp-image-163\" srcset=\"https:\/\/help.actionfunder.org\/funders\/wp-content\/uploads\/sites\/2\/2026\/06\/Screenshot-2026-06-15-at-14.46.30-1024x664.png 1024w, https:\/\/help.actionfunder.org\/funders\/wp-content\/uploads\/sites\/2\/2026\/06\/Screenshot-2026-06-15-at-14.46.30-300x194.png 300w, https:\/\/help.actionfunder.org\/funders\/wp-content\/uploads\/sites\/2\/2026\/06\/Screenshot-2026-06-15-at-14.46.30-768x498.png 768w, https:\/\/help.actionfunder.org\/funders\/wp-content\/uploads\/sites\/2\/2026\/06\/Screenshot-2026-06-15-at-14.46.30-50x32.png 50w, https:\/\/help.actionfunder.org\/funders\/wp-content\/uploads\/sites\/2\/2026\/06\/Screenshot-2026-06-15-at-14.46.30-60x39.png 60w, https:\/\/help.actionfunder.org\/funders\/wp-content\/uploads\/sites\/2\/2026\/06\/Screenshot-2026-06-15-at-14.46.30-100x65.png 100w, https:\/\/help.actionfunder.org\/funders\/wp-content\/uploads\/sites\/2\/2026\/06\/Screenshot-2026-06-15-at-14.46.30.png 1211w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Why we built it<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">As more projects match to your fund, keeping your matchlist organised was becoming a task in itself. Funders told us they were spending valuable time on admin when they&#8217;d rather be focused on finding and funding the right projects. Bulk actions puts that time back in your hands.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">What this means for you<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Move faster through your matchlist<\/li>\n\n\n\n<li>Organise and shortlist projects in seconds<\/li>\n\n\n\n<li>Keep your matchlist clean and up to date<\/li>\n\n\n\n<li>Spend more time on the decisions that matter<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Need help?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">If you have any questions, get in touch at customersuccess@actionfunder.org.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Managing a busy matchlist means a lot of decisions. Tagging projects, shortlisting your favourites, declining those that aren&#8217;t the right fit. Done one by one, it takes time you don&#8217;t always have. Bulk actions let you move through your matchlist faster, doing more in a single click. What are bulk&#8230;<\/p>\n","protected":false},"author":7,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[27],"ht-kb-tag":[],"class_list":["post-148","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-managing-a-live-fund"],"_links":{"self":[{"href":"https:\/\/help.actionfunder.org\/funders\/wp-json\/wp\/v2\/ht-kb\/148","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.actionfunder.org\/funders\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.actionfunder.org\/funders\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.actionfunder.org\/funders\/wp-json\/wp\/v2\/users\/7"}],"replies":[{"embeddable":true,"href":"https:\/\/help.actionfunder.org\/funders\/wp-json\/wp\/v2\/comments?post=148"}],"version-history":[{"count":0,"href":"https:\/\/help.actionfunder.org\/funders\/wp-json\/wp\/v2\/ht-kb\/148\/revisions"}],"wp:attachment":[{"href":"https:\/\/help.actionfunder.org\/funders\/wp-json\/wp\/v2\/media?parent=148"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.actionfunder.org\/funders\/wp-json\/wp\/v2\/ht-kb-category?post=148"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.actionfunder.org\/funders\/wp-json\/wp\/v2\/ht-kb-tag?post=148"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}