How to Manage Needs in Bulk

Created by Brittany Crow, Modified on Tue, 06 Jun 2023 at 10:34 AM by Brittany Crow

❖ Heads up! This article is intended for site managers. Only site managers can make edits to Needs in bulk. If you're an agency manager looking for information about managing your agency's Needs, click here.  


As a site manager, you can make bulk edits to the Needs posted on your site. You can mark several Needs as public or private, assign them to or remove them from user groups, and more! Click here to learn more about creating Needs for your site! Here we cover: 


How to make bulk edits to Needs

To get started applying bulk edits to Needs on your site: 

1. Go to Volunteerism > Needs

2. Check the boxes for the Needs you want to make bulk edits to. 

3. Use the Actions for Selected Needs dropdown to select which bulk edits you want to apply to those Needs. 

  • Depending on the edit you're applying, there may be additional dropdowns for you to select from. 
    • For example, when you select Make Private and Assign to a User Group, a dropdown appears for you to Select a user group

4. Be sure to click the applicable action button to apply your edits! 

  • The action button that appears depends on the edits you're applying, e.g., Make Needs Private or Update Needs

So you know: If Needs are shared to your site through the Galaxy Link, then the following bulk edit options won't be available: 

  • Making Needs public or private
    • You can change the privacy status for Needs you or agencies registered on your site post—not Needs that are shared from another site. 
  • Assigning or removing initiatives
    • You can assign and remove initiatives for Needs you or agencies registered on your site post—not Needs that are shared from another site. 


How to make Needs public or private in bulk

If you want to make Needs public or private: 

1. Check the boxes beside the Needs you wish to edit. 

2. Select either Make Private or Make Public from the Actions for Selected Needs dropdown. 

3. Click either Make Needs Private or Make Needs Public to finish. 

  • If you opted to make the Needs private, then they now appear with Private under the Privacy column.

So you know: Private Needs must be shared for volunteers to be able to respond to them. You can either copy and share a link to the private Need or assign the private Needs to a user group. 


How to assign or remove Needs from user groups

You have the option to assign or remove Needs from a user group, or mark them as private and assign them to a user group in one go. Click here to learn more about user groups. 


How to assign or remove Needs from a user group 

If you want to assign or remove Needs from a user group in bulk: 

1. Check the boxes beside the Needs you wish to edit. 

2. Select Assign or Remove User Group from the Actions for Selected Needs dropdown. 

3. Select either Assign to the following user group or Remove from the following user group, depending on which edit you're making. 

4. Select which user group you want to assign to or remove the Need from. 

5. Click Update User Groups

✏️ Quick tip: Use the table filter to add a User Groups column for quick review. 


How to make Needs private and assign to a user group

You can always assign a public Need to a user group, but that won't stop other users from being able to respond to it—even if they're not a member of the user group. If you want to limit who can respond to the Need to only members of a specific user group, then you'll want to make the Need private and assign it to that user group. 

1. Check the boxes beside the Needs you wish to edit. 

2. Select Make Private and Assign to a User Group from the Actions for Selected Needs dropdown. 

3. Pick the user group you're assigning the Need to with the Select a user group dropdown. 

4. Click Make Private and Assign to User Group

  • Now, only the user group members can respond to that Need. 

So you know: This option is helpful if your organization or an agency on your site offers court-mandated volunteer Needs. This allows for discretion when working with those Needs and user groups. 


How to assign or remove Initiatives for Needs

Want to assign or remove Initiatives from Needs in bulk? You can! Click here to learn more about Initiatives. 

1. Check the boxes beside the Needs you wish to edit. 

2. Select Assign or Remove Initiative from the Actions for Selected Needs dropdown. 

3. Select either Assign to the following Initiative or Remove from the assigned Initiative, depending on the edit you're making. 

4. Select which Initiative you want to assign or remove for the Need. 

5. Click Update Initiative.  


How to assign or remove qualifications for Needs

You can also assign or remove qualifications for Needs in bulk too! Click here to learn more about qualifications. 

1. Check the boxes beside the Needs you wish to edit. 

2. Select Assign or Remove Qualification from the Actions for Selected Needs dropdown. 

3. Select either Assign to the following qualification or Remove from the assigned qualification

4. Select the qualification. 5. Click Update Needs.


How to deactivate Needs in bulk

Looking for a way to quickly deactivate several Needs in one go? You can! 

1. Check the boxes beside the Needs you wish to edit. 

2. Select Deactivate from the Actions for Selected Needs dropdown. 

3. Click Deactivate Selected

  • Once you deactivate a Need, it is no longer visible to volunteers and they won't be able to respond to it or submit hours for it. 
    • If they already submitted hours for the Need, then it still shows up in their Volunteer Hours table—but they won't be able to add more hours to it.