Locking, exporting & bulk actions

Lock a record against changes, export items to CSV or JSON, save a filtered view, and apply a change to many items at once.

The last set of universal actions covers protecting records, getting data out, and working efficiently across many items.

Lock & unlock an item

Locks prevent changes — either while you work (an edit lock) or to freeze a record as part of a baseline.

Right-click the item and choose Edit Lock to hold it for editing, or Baseline Lock to freeze it as part of a baseline.
To release a lock, choose the unlock action — this may require a reason and the right permission, especially to override another user's lock.

Result The item is locked or released, and the action is recorded. Locked items show a lock indicator in the tree.

Note Administrators manage locks across the project from lock management, where any lock can be reviewed and, with permission, overridden. See Lock management.

Export items

Select the items, folder, or module you want to export.
Right-click (or use the toolbar) and choose Export CSV for tabular data or Export JSON for the full structured record.
Save the file when it's generated.

Result A file downloads with the selected items. For formatted documents, baselines, and ReqIF, use the export options in Import & export instead.

Save a view

When you’ve filtered and sorted the tree or table to something useful, keep it.

Apply the filters and sorting you want.
Save the arrangement as a view.
Switch to it any time from the view selector.

Result Your filtered, sorted view is saved and reusable, so you don't rebuild it each time.

Run a bulk action

Apply the same change to many items at once instead of one at a time.

Before you start Bulk changes affect every selected item. Confirm your selection before applying.

Select multiple items in the tree or table.
Choose Bulk Action.
Pick the change to apply — for example a status change or owner change — and confirm.

Result The change is applied to every selected item, and each is recorded individually in the audit trail.

Where to go next

That’s the universal toolkit. From here, each module’s section covers the tasks unique to it — building a test case with steps, scoring a risk, modeling an element, triaging a vulnerability. A good next stop is the module you work in most, starting from its overview.