There are so many different ways to move around your groups, items, and subitems within your board and even across different boards! Keep reading to learn all of the tips and tricks to make you a pro! 👌
Move an item to another board
There are three different ways you can move an item to a different board! You can make this move by using the item menu, using batch actions, or by using an automation! Let's check out each method!
- Use the item menu
To move an item to another board using the item menu, click on the three-dot menu to the left of an item to open up the item menu. From here, click 'Move to Board' and we'll be prompted with a list of all of our boards! We can scroll through the list until we find the right board or we can type its name into the search bar for a quick shortcut!
After selecting the right board to send the item to, you'll be prompted with a list of all of the groups in the destination board. All we have to do is select the group you want to send the item to, and it'll jump over to its new board!
- Batch Actions
Two of our candidates passed all of the interview stages and are ready to begin onboarding at our company! Let's move our new employees out of the Recruiting board and into the onboarding board for his department using batch actions!
To do this, we'll select the relevant items from their left side. Then, we'll click on "Move to" on the bottom pane and "Move to board". When the menu pops up, we can select the board we wish to send the items to, in our case the "New Employee Onboarding" board.
Within the selected destination board, we can choose the right group for the items to move to from the menu. 🙌
When moving items from one board to another, you will be prompted to define where the column information will go to according to the columns on your destination board, as shown below:
For certain columns on your current board that do not have a matching column on the destination board, such as the "Department", you will be prompted to select a different column or to manually create a new column on your destination board in which this data will be moved to:
In our case, the columns that we have in our destination board hold all of the information we need to transfer, so we will just click on "Move items".
Clicking on this button will transfer the information from six of our columns to the "New Employee Onboarding" board, however, we will receive a warning message beforehand that the data from the three columns that were not mapped out will be deleted at the time of the move:
Do not worry if you've accidentally deleted data during the move from one board to another by pressing 'Move items anyway', as this can be recovered! We'll discuss how this can be done in the section "How to recover lost information" towards the bottom of this article.
Although it's really easy to move items around with the quick methods we discussed in this article, sometimes we have certain rules about the movement of our items that stay consistent over time or are conditional on certain circumstances. In these cases, automations are our best friends! 👫
There's an entire section in the Automations Center dedicated to moving items! We can use Automations to move items to other groups on our board or even to other boards!
Let's take a look at two simple examples:
To learn more about moving items with automations, read this awesome article!
How to move an item to another group
There are 3 ways to move an item to another group on our board! We can either move an item using the item menu, batch actions, or dragging and dropping!
- Use the item menu
In our Recruiting board, each item represents a candidate and each group represents a phase in the interview process. When a candidate passes a stage, they move to the next group. Let's try moving James past the resume review stage and into the HR Interview stage using the selection method!
Just like moving an item to another board, we'll start by clicking the item menu, "Move to" and then "Move to group". Then, a new menu will appear to the right with all of the groups in the board. As soon as we select the group we want to move the item to, the item will jump to its new group!
- Batch Actions
Two of our candidates had excellent resumes and they're both advancing to the first interview stage! Let's move them both at the same time using batch actions!
We'll simply click the box beside each item that we want to move and then we'll be able to see how many items we've selected at the bottom of the screen along with a batch actions menu! From this menu, we can select "Move to" and then choose "Move to group" just like this:
A menu will pop up, allowing us to choose the group we want to send our items to. When we click the group, our item will be transferred over! Check out this article to find out more about batch actions!
- Drag and drop
We can really easily drag and drop an item from one group to another by clicking and holding down an item while moving our mouse over to the destination group before releasing!
How to move a group to another board
To move a group to another board, simply click on the group menu (three-dot menu to the left of a group nam). Then, click on "Move to" and "Move to board" and select the destination board from the resulting menu!
How to move a group within a board
The method we use to move a group within a board is the drag and drop method! We decided to move around the order of our interview process. In order to keep our board in chronological order corresponding with our interview stages, we want to change the order of our groups!
All you need to do is click on a group name, hold it down and drag to the desired spot before releasing! Check out this quick animation to see how it's done:
How to recover lost information
What happens if you move an item to a board that doesn't have the same columns as the previous board the item was apart of and you lost some of your information? Is it lost forever? Of course not! Don't worry - we can get it back!
Head over to your Activity Log by clicking "Activity" in the top right-hand corner of your board. As we can see here in our Activity Log, we moved Alfred Taylor to the board "New Employee Onboarding". All we have to do is click "Undo" and item will be restored to its original board exactly how it appeared before the move!
If you have any questions, please reach out to our team right here. We're available 24/7 and happy to help.
If you have any questions, please reach out to our team right here. We’re available 24/7 and happy to help.