---
title: "Workflow: Copy Card When Card Enters a Specific Status in Ontraccr"
url: "https://help.ontraccr.com/en/article/workflow-copy-card-when-card-enters-a-specific-status-in-ontraccr"
language: "en"
last_updated: "2025-05-27T10:32:05.151Z"
---

# Workflow: Copy Card When Card Enters a Specific Status in Ontraccr

## **🔁 Workflow: Copy Card When Card Enters a Specific Status in Ontraccr**  
 

### **Overview**

This workflow automatically **copies a card** to a different board when it enters a specific status. It’s useful when a workflow spans multiple teams or boards, and you want to kick off a parallel process **without removing the card** from its original board.

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## **🎯 When to Use This Workflow**

Use this when:

-   You want to **share card data with another team** without losing visibility on the current board
-   You need to trigger a **secondary workflow in a different board**
-   You want the card to **stay visible in the origin board**, but begin work elsewhere

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## **🧩 How to Set It Up**

1.  Open the board where the card starts
2.  Go to **Settings > Workflows**
3.  Click ➕ **Add**
4.  Select the workflow type: **“Copy Card When Status Changes”**
5.  Fill out the setup fields:

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### 🔧 Workflow Setup Fields

| Field | Description |
| --- | --- |
| **Name** | Label the workflow (e.g., “Copy to Estimating Board”) |
| **Trigger Status** | Choose the status that will trigger the copy (e.g., “Send to Estimating”) |
| **Target Board** | Select the board where the copied card will go |
| **Target Status** | Choose the column where the copied card will appear |
| **Card Color Option** | Decide whether to keep the original card color or assign a new one to the copied version |

✅ The card will be **duplicated**, not moved. The original stays put.

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## **⚠️ Card Design Requirement**

-   The **target board must use the same card design** as the origin board
-   If card designs differ, the target board will **not appear** in the dropdown

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## **✅ Example Use Case**

-   A card in your “Project Intake” board hits the status “Send to Estimating”
-   A copy of the card is sent to the “Estimating Board” under “To Review”
-   The original card stays in the intake board for visibility and reporting
-   Estimating team can now begin their process independently on the copied card

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## **🧠 Tips & Edge Cases**

-   This workflow **does not remove** the card from the original board
-   The **copy and original are independent** — changes to one do not affect the other
-   Ideal for flows like:
    -   CRM ➡ Project Tracker
    -   Sales ➡ Fulfillment
    -   Pre-construction ➡ Estimating
    -   Task kickoff ➡ QA Review
-   Avoid using if you need to sync or update data across boards — use only for one-time duplication