How to Copy and Move Items in the Work Panel?

✨ Introduction #

Kaamfu’s Work Panel makes it easy to organize tasks, boards, and spaces. You can quickly move or duplicate items using drag-and-drop or the Copy & Move option. These features help you manage projects efficiently and keep workspaces structured.

👤 Who Should Read This #

• Team Members
• Project Managers
• Organization Owners

📝 What This Guide Covers #

• How to move items using drag-and-drop
• How to copy items using the Copy option
• How to move items using the Move option

📄 Feature Overview #

• Drag-and-Drop: Instantly move or reorder items with a simple drag action.
• Copy Option: Duplicate items into another location while keeping the original.
• Move Option: Relocate items to another space, board, or group.

🎯 Why This Feature Matters #

• Keeps tasks and projects organized
• Saves time when managing similar tasks across multiple boards
• Provides flexibility to duplicate or shift items as needed

💡 Key Benefits #

• Fast and intuitive task management
• Supports all levels of the Work Panel (Spaces, Boards, Items)
• Enhances project consistency and structure

🛠️ Step-by-Step Instructions #

🔄 Moving Items with Drag-and-Drop #

Step 1 – Select the Item #

Click the item (Space, Board, or Item) you want to move.

Step 2 – Use the Drag Symbol #

Move your cursor to the left edge of the item to find the drag-and-drop handle.

Step 3 – Move the Item #

Drag the item to the desired group or reorder it within the current group.
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📂 Copying an Item  #

Step 1 – Click on the Item #

Click on the desired item you want to copy.

Step 2 – Click “Copy & Move” #

Select the Copy & Move option.

Step 3 – Select Destination #

A pop-up will display the hierarchy of your Spaces, Boards, and Item Groups. Choose the destination.

Step 4 – Click Copy #

Click Copy to duplicate the item into the destination while keeping the original intact.

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📦 Moving an Item #

Step 1 – Click on the Item #

Click on the desired item you want to move.

Step 2 – Click “Copy & Move” #

Select the Copy & Move option.

Step 3 – Select Destination #

A pop-up will display the hierarchy of your Spaces, Boards, and Items. Choose the destination.

Step 4 – Click Move #

Click Move to transfer the item to the selected destination.
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🔗 Related Resources #

• [Introduction to the Work Panel]
• [How to Create and Manage Boards]