Manage Items

Add, import, filter, assign, snooze, transition, edit, export, and archive Work Queue Items.

3 min read

Open a queue and select All Items to work with its structured list.

The All Items view with fictional records in three statuses

The grid combines queue-defined properties with operational columns:

Column	What it shows
Status	The item's current business stage.
Queue properties	The custom fields defined in Properties.
Assignment	The responsible person, group, or agent when that column is enabled.
Action State	The execution state when that column is enabled.
Modified By	The most recent human or agent actor.
Snooze Until	When a snoozed item becomes eligible again.
Created / Modified	Item timestamps.

Use column menus to filter and sort. Show/Hide columns controls which standard and custom fields are visible. Search scans the current item view.

Add one item

Select Add.

The Create New Item dialog showing queue properties and the start status

The form shows properties writable in the queue's start status. Required fields must be filled before Done can save the item. The status control is fixed to the configured start status, and transition buttons may let you create the item directly into an allowed next status after validation.

Upload CSV items to an existing queue

Open the arrow beside Add, then select Upload New Items.

Select Upload CSV and choose a CSV file.
On Map Columns, map each CSV header to a queue property or choose Ignore.
Optionally choose a Status Column from the file.
Choose the Default Status used when the file does not provide one.
Select Upload Items and monitor the import job.

The import does not add new properties automatically. Configure the queue schema first so every incoming column has a deliberate type and meaning.

Filter and save a view

Use Filter by Status, column filters, sorting, column visibility, and grouping to focus the grid. When the current grid differs from a built-in view, select Create View to save the configuration. See Views and Analytics.

Edit in a sheet

Open the queue's more actions menu and select Edit in Sheet. The sheet editor lets you change many item values together, review the proposed changes, and then save the batch.

Use sheet editing for data corrections. Use status and assignment bulk actions when you are changing workflow state, because those actions preserve the appropriate audit records.

Bulk actions

Select one or more row checkboxes to reveal bulk controls. Depending on the current state, you can:

change status;
assign the items to a person or an agent;
set or clear Snooze Until;
archive selected items.

Bulk status changes can update items with different starting statuses. Review the warning and target count before confirming. Assignment dialogs accept an optional note so the handoff is visible in item history.

Snooze an item

Snooze is an execution control, not a business status.

Keep the item in the status that describes the work, such as Ready for Outreach.
Set Snooze Until to the next eligible time.
BotDojo records the change in history and makes the item ineligible until that time.

For timing-sensitive automation, calculate the timestamp deterministically in a Flow or tool. Do not ask a language model to improvise timezones, business hours, holidays, or cooldown rules.

Download items

Select Download from the grid toolbar.

Choose CSV, TSV, or JSON.
Select the standard and custom columns to export.
The current query and selection determine which items are included.

Exports are useful for review and reporting, but they do not replace the item history inside BotDojo.