Bulk actions in Braineet view

Request update in Braineet

When you need to request an update for users assigned to a project in Braineet, you can easily do so by selecting one or multiple projects and asking for an update. To get started, locate the User field and choose the project you want to update. If you need to update multiple projects, select them all before requesting an update.

Once you've made your selection, you can request an update for the users assigned to that project. This will send an email notification to each user, letting them know that an update has been requested and that they are expected to respond. The email will contain a summary of the project and any specific information that needs to be addressed.

If there are multiple users assigned to a project, each user will receive the same email notification. This allows everyone involved in the project to stay informed and up-to-date. If anyone has questions or concerns about the update request, they can simply reply to the email and ask for clarification.

By requesting updates for users assigned to a project in Braineet, you can ensure that everyone is on the same page and that the project is moving forward smoothly. So don't hesitate to use this feature whenever you need to keep your team informed and up-to-date.

A modal will open to allow you to customize the content of the email that the system will send for you.

If some projects don't have any members, you will receive an alert. You can open the project directly to add members using a User field.

The signature and the project link variables will be replaced as follows:

Delete projects in Braineet

If you need to delete one or multiple projects in Braineet, you can do so easily by selecting the project(s) and clicking on the Delete button.

Export as PDF multiple summary projects in Braineet

If you need to export one or multiple summary projects in Braineet, you can do so easily by selecting the project(s) and clicking on the Export button.

Mass edit custom field values on multiple projects

If you need to change custom field values, assign a process, or change the current steps of one or multiple projects in Braineet, you can do so easily by selecting the project(s) and clicking on the "Edit values" button.

Then, select the custom field you want to change and the value you want to apply to each selected project.

Assign a roadmap template to multiple projects

We assumed you already know the roadmap template features. If that’s not the case, we invite you to read Roadmap Template in Braineet.

If you need to assign a roadmap template to one or multiple projects in Braineet, you can do so easily by selecting the project(s), clicking the Assign Roadmap button, and then choosing the template you want to assign.

Export PowerPoint Presentations from Multiple Projects

We assume you're already familiar with the Smart PowerPoint field. If not, please take a moment to read through our guide on Smart PowerPoint in Braineet.

If you need to export PowerPoint presentations from multiple projects in Braineet, you can do this easily using the Bulk Edit feature. Here’s how:

1. Navigate to the Bulk Edit section in Braineet.
2. Click on the Export PowerPoint button.
3. Select the Smart PowerPoint field you wish to export.
4. Choose the specific Smart PowerPoint options relevant to your projects.
5. Download the single PPTX file, which will merge the PowerPoint presentations from multiple projects into one cohesive document.

This feature allows you to efficiently compile presentations across different projects, making it easier to manage and present your data.

Transforming Projects to Sub-Projects Using Bulk Edit

You can easily transform existing projects into sub-projects of another project using the bulk edit feature in Braineet. This allows for efficient reorganization of your project hierarchy without having to manually adjust each project.

To transform a project into a sub-project using bulk edit:

1. Navigate to the Bulk Edit section.
2. Select the projects you wish to transform.
3. Click on the Dot Menu and choose Transform to Sub-Project.
4. Select the parent project you want to assign these as sub-projects.