Batch Updates
Batch Tasks let you group multiple content updates into a single, trackable unit of work. This helps streamline workflows when applying the same type of change across many pages—such as brand updates, copy replacements, or campaign launches.Creating a New Batch
- Navigate to Batch Tasks from the left-hand navigation.
- Click New Batch in the top-right corner.
- Add a title and optional description.
- Use the search or filters to find relevant tasks, or click Bulk Add to upload many tasks at once.
Adding Tasks in Bulk
- In the batch workspace, click Bulk Add.
- Upload one of the following:
- A Word document containing page copy
- An Excel spreadsheet with source URLs and metadata
- Assign an owner, select a template, and choose a project.
- Click Create Tasks.
Managing a Batch
Once tasks are added:- Each task appears as a row in the batch table, showing title, type, status, owner, source URL, and tags.
- You can filter, sort, and bulk-edit tasks.
- Use Run Batch to begin processing all tasks according to your workflow (e.g. AI review, copy updates, QA).
Task Status
Each task can move through the following states:- Draft – Task created, not yet reviewed.
- In Review – AI or team review in progress.
- Closed – Task completed and finalized.
Best Practices
- Use batches for structured projects like rebrands, terminology changes, or product launches.
- Keep batch titles descriptive and consistent for easier search and reporting.
- Use filters and tags to organize work by campaign, owner, or change type.