In the portfolio app on the Milestone planning tab there is an option to edit items in bulk. You can choose to move multiple items to another list or to archive them:
- In the Portfolio app, go to the Milestone planning tab.
- Check the items you want to edit and click on
Bulk editat the top.
- To move multiple items to another list at once, choose
Move to list. Then choose the list where you want to move the items. Finally, click on
Moveto put the items in the desired list.
- To archive multiple items at once, choose
Archive. Then click
Archiveagain to confirm the action. Note: when archiving portfolio items, the underlying sub-items are removed.
- The archive can be found in the
Portfolio funneltab, under the drop-down menu.