Moving Cards between Spaces

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Nothing stands in the way of moving cards between different spaces. Choose a new space and status for a card and move it easily.

  1. Open a space.
  2. Enter a card.
  3. Go to the card menu by clicking on the three-dots menu button.
  4. Select Move.
  1. Select the new space and card status.
  2. Click on Move.

You will see confirmation of your action in the card and space activity streams.

Use Quick Actions to get it done faster, or Mass Actions to move more cards at once.

Card details

  • Card users will have the same role in the new space. If card users are not present in the destination space, they will be removed from the card.
  • If a child card is added to the card, it will be moved with a card.
  • If there are documents on the card, they will be added as new documents to the destination space.
  • If there are dates, they will be moved to the destination space.

Document sources issue

Moving card which contains documents from custom document libraries (document sources)

In this scenario, there are spaces A and B. Space A contains a default Document Source and a custom one, added from another Site Collection. Space B contains a default Document Source and a custom one, added from another Site Collection which is chosen as default in this space.

There is a card C in space A, which contains 2 documents: one (1) from the default Document Source and one (2) from the custom Document source. When you move card C into space B, only document 1 will be added to space B and document 2 will remain the same (it won’t be added again or overwritten).

FAQ

Yes, you need to copy a card first, and then move it to another space.

Card users (only if they are present in the second space), child cards, documents, and card dates.

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