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

      You can change the Statuses of your records by moving Cards within your Boards on both Web and Mobile.

      On This Page

      Note:  Cards can only move from one List to another if the assigned Statuses belong to the same Workflow. Learn more about this here.

      Moving Cards on Boards for Web

      There are two ways to move your Job Cards on your boards:

      1. Drag and drop the Card to the desired List to change the Status of the record you are moving. 
        1. For example, dragging the "Jane Tester" card to the Job Close Out list will change the Status from Pending Payment to the status applied to the Job Close Out List.

          v2 moving cards to another list
      2. To move a Card on your Board without dragging and dropping, click on the three dots on the top right on your chosen card.
        1. Select the Move to option and select the List you would like to move it to from the dropdown menu.

       

      Note: Be aware that the name of a List does not dictate the status that is applied to a List. The Status is determined by what workflow status is applied to a given List in the board settings. To learn more about how to view and edit the statuses applied to your board, click here.

      Moving Cards on Boards for iOS

      • Once you have navigated to 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.

      Moving Cards on Boards for Android


      • Once you have navigated to 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.