---
title: "Workflow: Move Card to Another Board When It Enters a Specific Status"
url: "https://help.ontraccr.com/en/article/workflow-move-card-to-another-board-when-it-enters-a-specific-status"
language: "en"
last_updated: "2025-05-27T10:33:09.487Z"
---

# Workflow: Move Card to Another Board When It Enters a Specific Status

## **🔀 Workflow: Move Card to Another Board When It Enters a Specific Status**  
 

### **Overview**

This workflow allows you to **move a card to a different board** automatically when it enters a specific status. Unlike copying, this removes the card from its original board — ideal for workflows where the process **transitions fully to a new team, phase, or board**.

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## **🎯 When to Use This Workflow**

Use this when:

-   A card needs to **progress to the next department or workflow**
-   You want to avoid duplicating or splitting data across multiple boards
-   The card is **no longer needed** in the original board after reaching a milestone
-   You’re managing a handoff between teams (e.g., Estimating → Project Tracking)

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## **🧩 How to Set It Up**

1.  Go to the **origin board** where the card begins
2.  Navigate to **Settings > Workflows**
3.  Click ➕ **Add**
4.  Select: **“Move Card Between Boards”**
5.  Fill in the workflow configuration:

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### 🔧 Workflow Setup Fields

| Field | Description |
| --- | --- |
| **Name** | Give the workflow a clear label (e.g., “Move to Estimating Board”) |
| **Trigger Status** | Select the status that should trigger the move (e.g., “Send to Estimating”) |
| **Target Board** | Select the destination board |
| **Target Status** | Choose the column where the card should land in the new board |
| **Card Color Option** | Choose whether to keep the card’s current color or assign a new one |
| **Create Shadow?** | (Optional) Leave a “ghost” card behind in the original board for traceability |

✅ When triggered, the card is **fully moved** to the new board and disappears from the origin board — unless a shadow is left behind.

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## **⚠️ Card Design Requirement**

-   The **target board must use the same card design** as the source board
-   Otherwise, the board will not appear in the selection list

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## **👻 What Is a Shadow Card?**

If you enable **“Create Shadow”**, a read-only version of the original card is left behind in the original board.

It includes:

-   A transparent background
-   A link to the new card
-   Visibility into the current status of the moved card

Useful for traceability when tracking across multiple boards.

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## **✅ Example Use Case**

-   A card in your “Lead Intake” board reaches the status “Qualified”
-   It is moved to the “CRM - Sales Pipeline” board in the “Initial Contact” column
-   The original board now shows a transparent **shadow card**
-   Sales continues work on the active card in the CRM board, while the intake team retains visibility

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## **🧠 Tips & Edge Cases**

-   Cards are fully removed from the origin board unless shadowing is enabled
-   Use card color changes to visually indicate where a card came from
-   Shadow cards are **read-only**, great for dashboards or process reviews
-   Combine with a **reverse move workflow** to send cards back (if needed later)