Select Mode and Bulk Actions

This guide explains how Select mode works in index views and how to use bulk actions safely.

What Select mode does

Select mode adds checkboxes to list rows on supported index pages.

  • If Select mode is off, bulk actions apply to all items in the current scope.
  • If Select mode is on, bulk actions apply only to checked rows.
  • Select mode is temporary. It resets when the page reloads or you navigate away.

Where it is available

Select mode is available in index views that include bulk actions, such as tasks, teams, contacts, products, tags, notifications, invoices, billable items, and task entries.

Depending on the entity, available actions can differ:

  • Delete is available where delete semantics exist.
  • Archive is available where archive semantics exist.

Some entities intentionally do not expose archive.

How to use it

  1. Open an index page.
  2. Open the page context menu (for example, ... or Actions).
  3. Click Select.
  4. Check the rows you want to target.
  5. Open the context menu again and choose Delete or Archive.
  6. Confirm in the dialog.

If you choose an action without entering Select mode, the dialog applies the action to the full current scope.

Scope rules

Bulk actions use the current page scope.

Examples:

  • Search filters reduce what all means.
  • Scoped pages (for example, task entries filtered by task) only affect that scope.

Safety guardrails

Bulk actions still enforce server-side rules. If an item is not allowed to be changed, it is skipped.

Examples:

  • Some deletes only allow draft records.
  • Team roles in use can be skipped.
  • Invoiced billable items are protected from delete.

When items are skipped, the result message explains what happened.

Tips

  • Use Select mode for precise multi-row edits.
  • Use non-select bulk actions only when you are sure the current scope is correct.
  • Re-check your filters before confirming a bulk action.