Table of Contents
Move or Copy #
- Click the Kebab Menu (three vertical dots) on the task card you want to move or copy.
- Select either ‘Move’ or ‘Copy’ from the dropdown menu.
- In the next window, choose the target Project, Lead, or Deal board where you’d like to move or copy the task.
- Select the appropriate Status Column in the target board, then click Map Fields.
- Map the form fields as needed, and click Move to complete the action.
- The task card will now be successfully moved or copied.
To move or copy tasks in bulk:
- Change the view to List mode.
- Select the desired tasks by checking multiple task items.
- Click on the Action button.
- From the dropdown menu, choose either Move or Copy as needed.
- In the next window, choose the target Project, Lead, or Deal board where you’d like to move or copy the task.
- Select the appropriate Status Column in the target board, then click Map Fields.
- Map the form fields as needed, and click Move to complete the action.
- The task card will now be successfully moved or copied.
Task Reorder #
By default, task cards are arranged in ascending order. To change the display order:
- Click the Settings icon located at the top-right corner of the board.
- Choose ‘Task Reorder’ from the menu.
- Click the Edit icon next to a card and enter a new Display Order Number, or
- Drag and drop the cards to your preferred order.
- Click the Save Order button to apply the changes.
