How to Move Client Cards on Boards

Step 1: Navigate to one of your boards and highlight the client card you want to move by clicking the corner of the card.

Important Note: You can select more than one card to move 

Step 2: Click Move in the top right corner of the board and select where you would like to move the card(s). 

Important Note:

1. You may need to click refresh after moving a card to confirm that the card has moved to the correct location.
2. You can move employees or clients on the same board to a different card on the board.
3. If you have any questions or need further assistance, schedule a call with our Business Success Manager, Courtney at tidycal.com/cschellman or emailing her at [email protected]