Introduction:

In Sortd, moving cards between different boards allows you to efficiently manage your workflow across various projects and teams. This article will guide you through the steps to move a card from any board, whether it’s a standard or a sales board, to another within your Sortd account.


Step-by-Step Guide:


  1. Select the Card: Begin by navigating to the board that contains the card you wish to move. Click on the card to open its detailed view.
  2. Open the Move Options: Locate the colored dropdown menu on the right-hand side of the card interface. This dropdown is your gateway to moving the card between boards.
  3. Choose the Destination Board: Click on the dropdown menu, and you will see a list of all the boards available in your Sortd account. Select the board to which you want to move the card.
  4. Confirm the Move: After selecting the destination board, confirm your choice if prompted. The card will then be moved to the selected board.


Things to Consider:


Custom Property Compatibility between boards (limitation):

When you move a card, essential fields like Assignee, Notes, Due Dates, and Next Steps will transfer with the card. However, custom properties that are specific to the original board will not move over. This restriction is similar to how different sheets in a workbook (like in a Google Sheet) can have unique columns that aren’t shared across other sheets. Each board in Sortd can have its own custom properties, tailored to the specific needs of that environment.


Adding Cards to Multiple Boards (work around):

If you want to keep a card active on multiple boards (e.g., linked a card to both a sales and a projects board), you may need to create a duplicate of the card. You can do this by searching for the relevant email or item, and dragging it from the search results to the desired board, allowing the item to exist in two places simultaneously.


Additional Resources:

For more detailed information on managing your boards and cards, or for troubleshooting specific issues, visit the Sortd Learning Center or reach out to our support team for personalized assistance.


Conclusion:

Moving cards between boards in Sortd is a straightforward process that helps maintain organization and ensures smooth transitions of tasks across different areas of your work. By following these simple steps, you can optimize your workflow and keep your projects aligned with your team’s needs.