Move
Move objects between contexts and parent locations.
Related guide: Actions.
Move is how you reposition objects by dragging and dropping them.
How it works
To move an object, click and drag it onto another object.
When you drop it, the object is placed inside the target as a subobject.
This is another way to organise your work and build structure, similar to using New.
Working with structure
Moving an object into another object will place it inside that object.
If the target wasn’t previously acting as a folder, it will become one once it contains subobjects.
You can also move an object out of folders by dragging it onto the resource tile. This places it back at the top level.
Resource rules
Move only works within the same resource.
For example, you can move a Lead into another Lead, but not into a Post.
If you drag an object onto a different resource, it will not be moved. Instead, a link is created between the two.
This means the object stays where it is, but becomes connected to the target.
When to use Move
Use Move when you want to organise or reorganise your work.
For example, you might:
- Group related objects together
- Move objects into a campaign or category
- Bring something back to the top level
- Clean up and restructure your data
Summary
Move lets you organise your work by dragging objects into each other or back to the top level.
It only applies within a single resource. Moving across resources creates a link instead.
Read next: Research
Continue to Research.