Estimated reading time: 2 minutes
Within a phase, the action buttons specify whether you're able to manually move cards from phase A to phase B. You can easily view the movement actions enabled in a specific phase by hovering over the "move to" option in the lower right portion of an open card:
They’re the buttons you click on in order to manually move a card along your pipe (whether you’re clicking the button or dragging and dropping, you need to determine where a card is allowed to go from this specific phase by editing the action buttons).
Let me use an example: cards in the discovery phase, like the one on the image above, can be moved forwards to 'proposal', 'negotiation', 'won' and 'lost' or backwards to 'prospect'.
Providing there aren’t any required fields between those phases, you can either choose to drag and drop the card or move it by clicking the action buttons.