Moving Records

Sometimes you may need to reorganize your records by moving them between lists or workspaces. Here’s how:

1. Navigate to the record you want to move.
2. Click on the “…” menu in the record toolbar or right-click the record card to open the context menu.
3. Choose Move.
4. Select the destination workspace and list.

Things to note:

• Only users with the appropriate permissions (not view-only or comment-only roles) can move records.
• When moving across workspaces, attachments and comments will be carried over.
• Moving a record removes it from its current location (unlike copying, which creates a duplicate).
• You cannot move records into or out of a locked list.