How Can I Move a Contact or Job Into Another Status Using Boards?

You can change the Statuses of your records by physically moving Cards within the Boards.

On This Page

Steps for Apple

Steps for Android

For iOS 

• Once you've navigated into a Board, tap and hold a Card, then drag and drop it into another List (column).
  • Doing so will automatically update the Status as well as the "days in Status" indicator on the bottom row of the Card.
    
    
    
• If a List contains a Status applicable to the record's assigned Workflow, a plus sign followed by the words "Add Here" will display.
  
  
  
  
• If a List's Status is not applicable to the selected Card, the message "Status Not Applicable" will show, and the Card will be dropped back into the previous List when you release it.
  
  
  
  
• If a List is assigned an Archived Status, the message "Archive This Card" will appear. Learn more about archiving Cards here.
  
  
  
  

   

For Android

• Once you've navigated into a Board, tap and hold a Card, then drag and drop it into another List (column).
  • Doing so will automatically update the Status as well as the "days in Status" indicator on the bottom row of the Card.
• If a List contains a Status applicable to the record's assigned Workflow, a plus sign followed by the words "Add Here" will display.
  
  
  
  
• If a List's Status is not applicable to the selected Card, the message "Status Not Applicable" will show, and the Card will be dropped back into the previous List when you release it.
  
  
  
  
• If a List is assigned an archived Status, the message "Archive This Card" will appear. Learn more about archiving Cards here.