Records
Moving Records
You can move records and all associated information across projects.
Sometimes you may need to reorganize your records by moving them between projects or lists. Here's how:
- Navigate to the record you want to move
- Click on the "..." menu
- Choose "Move"
- Select the destination project and list
Things to note:
- Only admin and team members can move records
- When moving across projects, attachments and comments will be carried over
- However, custom fields detail won't be moved acorss