Move cards between stages - Clapvo Help Center

Kanban drag-and-drop

Moving a card on the kanban board updates the stage assigned to that chat - whether you opened it from the board or from the chats module.

Steps

1

Open the kanban board

Navigate to the kanban module.

2

Find the card

Use search or filters to locate the chat.

3

Drag and drop

Grab the card and drop it in a new column.

Tips

Cards show tags, message previews, and status rows directly - you can usually decide where to move a card without opening it.
If you prefer not to drag, assign the stage from the chat profile panel instead.

Overview Search and filter