BLK · Bulk Actions & Data
Using Tag Actions
Turn a tag selection into bulk operations.
5 min read
Tag Actions (Organise → Tag Actions) lets you select one or more tags and treat everything matching as a single scoped set — with statistics and bulk operations you'd otherwise have to do item by item. It needs write access, so read-only seats don't see it.
- 01
Select one or more tags
With two or more tags selected, the Match Logic switch chooses Any (OR) — items with at least one selected tag — or All (AND), items with every selected tag.
- 02
Review the selection stats
You'll see the item count (split into hardware, licences and certificates), the hardware and certificate value, annual licence spend, and how many need attention in the next 60 days — then a soonest-first list of renewals and expiries, seat use and device health where they apply, and a breakdown by health and type.
- 03
Run a bulk action
Open in a table has a button per list, and each counts exactly the rows its table opens: hardware in service, active licences, and certificates, certifications and app credentials in service. Whatever else is tagged sits beside its button with its own link — retired devices, spares (plain text while spares tracking is off), cancelled or ended licences, ended certificates — and in All (AND) mode the tables filter by every selected tag too. From the same panel, add or remove a tag across all of them, assign or unassign a person as owner (someone who has left can only be unassigned, and spares are skipped — a spare belongs to nobody), assign or unassign a device (for device-based licences and certificate deployments), or export the selection as CSV. Every bulk write confirms first, telling you exactly how many hardware, licences and certificates it will touch and what changes as a result. Folder moves, status changes and deletions live on the Hardware, Licences and Certificates lists and on Structure rather than here.
- 04
Generate a scoped report
"Report on this selection" builds a branded PDF covering only the items in your current tag selection — useful for a specific client handover or asset category. Pick from the Client QBR pack, Asset inventory, Renewals & expiries, Subscription & spend or Hardware lifecycle, then Preview or Download PDF.