Moving Records

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

  1. Navigate to the record you want to move

  2. Click on the "..." menu

  3. Choose "Move"

  4. 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

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