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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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2 replies

marcosmelo
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  • Legend
  • 1466 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.

 


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