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Dumbest question ever asked about moving cards....


dustin-g

New to pipefy but not relational databases or kanban views. 

anyways I can not drag and drop cards into different phases, however I can open the card and select an option under “Move Card to Phase”. 

Not sure why this is happening so any insights are welcome….thank you! 

Best answer by marcosmelo

Hi, @dustin-g 

 

It could be due to the movement configuration between phases, see if the article below helps you.

https://help.pipefy.com/en/articles/614653-moving-cards-through-the-pipe

 

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4 replies

marcosmelo
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  • Pipefy Legend
  • 1465 replies
  • Answer
  • June 13, 2024

Hi, @dustin-g 

 

It could be due to the movement configuration between phases, see if the article below helps you.

https://help.pipefy.com/en/articles/614653-moving-cards-through-the-pipe

 


thassia
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  • Brainy
  • 55 replies
  • June 14, 2024

Hello @dustin-g 

 

You can drag and drop the card to a different phase, but you have to move it until this tiny dark area shows up. Then you drop the card and it will stay in this new phase.

Just remember that you only can move the card to other phase if you fill all required fields from the current phase.

 


  • New Member
  • 15 replies
  • October 22, 2024
dustin-g wrote:

New to pipefy but not relational databases or kanban views. 

anyways I can not drag and drop cards into different phases Video call, however I can open the card and select an option under “Move Card to Phase”. 

Not sure why this is happening so any insights are welcome….thank you! 

If you can’t drag and drop cards in Pipefy but can use “Move Card to Phase,” it might be due to permissions, browser issues, or board settings. Try refreshing your browser, clearing the cache, or using a different browser. If the problem persists, check your user permissions or reach out to Pipefy support for assistance.


Hi @dustin-g, based on your issue with moving cards between phases, there are a few things you might want to check. First, it could be a permissions issue; make sure your user role has the necessary permissions to drag cards. If you're unsure, reach out to the workspace admin for clarification. Another common cause could be browser-related problems—sometimes clearing your browser cache or switching to a different browser can resolve drag-and-drop issues. Additionally, it’s important to verify your board settings, as they might be configured in a way that prevents the drag-and-drop feature from working. Also, ensure all required fields in the current phase are completed, as this is a prerequisite for moving the card. If you need further help, feel free to reach out, and we can discuss it over FM WhatsApp for a quicker resolution.


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