There are so many different ways to move around your groups and items within your board and even across boards! Keep reading to learn all of the tips and tricks to make you a pro! 👌
How to move an item to another board
There are three different ways you can move an item to a different board! We can make this move by dragging and dropping, using batch actions, selecting the item and choosing its destination, or by using an Automation! Let's check out each method!
First, we'll click the arrow to the left of our item to launch the item's menu. When we hover to the left side of an item, a little arrow will appear right here:
From here, we'll 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 we've selected the right board to send our item to, we'll be prompted with a list of all of the groups in the destination board. All we have to do is select the group we want to send our item to, and it'll jump over to its new board!
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!
First, we're going to hover over the colored portion on the left side of our items and click the box beside each item that we want to move. Then, we'll click 'Move to' and select 'Move to board'.
When the menu pops up, we can select the board we wish to send the items to:
Within the selected board, we can choose the right group for the items to move to from the menu.
In this example below, the columns that we have in our destination board hold all of the information we need to transfer, so in this case we can just click 'Move these items anyways'.
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 Selection Method, batch actions, or dragging and dropping!
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 arrow next to the group's name to launch the item's menu and select 'Move to Group'. 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!
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!
When we hover on the colored portion on the left side of an item, a little box will appear. Now, we're going to 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! Check out this animation to see how it's done:
How to move a group to another board
We use the Selection Method to move a group to another board! When we hover to the left side of an item, a little arrow will appear. We'll click the arrow and select 'Move Group to Board' and then we'll just select the destination board from our 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!
First, we want to collapse our groups because it makes the process a little clearer to only see the names of the groups rather than all of the items on our board.
To collapse our groups, we just have to hover to the left of our group's name and click the grey arrows that appear here:
After we collapse all of our groups, we click and hold down the six-dot icon to the right of the collapse button and drag our group 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 'Activities' in the top right-hand corner:
As we can see here in our Activity Log, 1 minute ago, 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 additional questions about how to move an item or group, please don't hesitate to reach out to our Customer Success Team. We are here for you 24/7.