How do I change a card's category?

Sometimes, you might want to change the Category that a Card belongs to. For example, perhaps you have a "Talent" Category and a "Celebrity" Category, and you want to move a person from your Talent pool to your Celebrity pool.

1. Open the Card.

2. Click the three dots in the top-right corner.  

3. Select "Change Category". 

The "Update Card Category" dialog will open.

4. Select the new (destination) Card Category.

Note, if there are fields on the Card that are not on the destination Category, you will see a warning message about what data (fields) you will lose if you proceed.

5. If you are happy to lose this data and change the Category, click "Save" and then "Confirm".

OR 

If you want to change the Category but do not want to lose the data, you will need to add the missing fields to the destination Category BEFORE making this change. See "How do I edit a Card Category's name, colour or fields?" for easy steps.

You can change multiple Card Categories at once. See the "How do I change multiple Cards' Categories?".

Please let us know below if you found this guide helpful.