Each assessment unit is a card on the board. Moving it to another column changes its state, and Conform asks for a rationale when the workflow says one is needed. See Workflow states for what each column means.
You can only move cards you're allowed to work on. If a card won't move, check your role on the Workflow tab.
1. Steps
Open Assessments → Board.
Find the card. Use the search box to filter by unit name.
Drag the card to the new column, or use
Move to…on the card's menu.Enter a rationale if asked, then press Save.
Something else...ss
Moving a card to Completed sends it to the Forward-Log. It comes back by itself when it's next due.
1. Watch it
1. Who can move what
Role | Can move | Needs rationale |
|---|---|---|
Assessor | Own cards | Yes |
Reviewer | Cards in review | Yes |
Tenant admin | Any card | No |
Still stuck? Ask on the community forum, or contact your Conform administrator.
2. Move a card on the Assessment board
Each assessment unit is a card on the board. Moving it to another column changes its state, and Conform asks for a rationale when the workflow says one is needed. See Workflow states for what each column means.
You can only move cards you're allowed to work on. If a card won't move, check your role on the Workflow tab.
2. Steps
Open Assessments → Board.
Find the card. Use the search box to filter by unit name.
Drag the card to the new column, or use
Move to…on the card's menu.Enter a rationale if asked, then press Save.
Moving a card to Completed sends it to the Forward-Log. It comes back by itself when it's next due.
2. Watch it
2. Who can move what
Role | Can move | Needs rationale |
|---|---|---|
Assessor | Own cards | Yes |
Reviewer | Cards in review | Yes |
Tenant admin | Any card | No |
Still stuck? Ask on the community forum, or contact your Conform administrator.
3. Move a card on the Assessment board
Each assessment unit is a card on the board. Moving it to another column changes its state, and Conform asks for a rationale when the workflow says one is needed. See Workflow states for what each column means.
You can only move cards you're allowed to work on. If a card won't move, check your role on the Workflow tab.
3. Steps
Open Assessments → Board.
Find the card. Use the search box to filter by unit name.
Drag the card to the new column, or use
Move to…on the card's menu.Enter a rationale if asked, then press Save.
Moving a card to Completed sends it to the Forward-Log. It comes back by itself when it's next due.
3. Watch it
3. Who can move what
Role | Can move | Needs rationale |
|---|---|---|
Assessor | Own cards | Yes |
Reviewer | Cards in review | Yes |
Tenant admin | Any card | No |
Still stuck? Ask on the community forum, or contact your Conform administrator.
4. Move a card on the Assessment board
Each assessment unit is a card on the board. Moving it to another column changes its state, and Conform asks for a rationale when the workflow says one is needed. See Workflow states for what each column means.
You can only move cards you're allowed to work on. If a card won't move, check your role on the Workflow tab.
4. Steps
Open Assessments → Board.
Find the card. Use the search box to filter by unit name.
Drag the card to the new column, or use
Move to…on the card's menu.Enter a rationale if asked, then press Save.
Moving a card to Completed sends it to the Forward-Log. It comes back by itself when it's next due.
4. Watch it
4. Who can move what
Role | Can move | Needs rationale |
|---|---|---|
Assessor | Own cards | Yes |
Reviewer | Cards in review | Yes |
Tenant admin | Any card | No |
Still stuck? Ask on the community forum, or contact your Conform administrator.
5. Move a card on the Assessment board
Each assessment unit is a card on the board. Moving it to another column changes its state, and Conform asks for a rationale when the workflow says one is needed. See Workflow states for what each column means.
You can only move cards you're allowed to work on. If a card won't move, check your role on the Workflow tab.
5. Steps
Open Assessments → Board.
Find the card. Use the search box to filter by unit name.
Drag the card to the new column, or use
Move to…on the card's menu.Enter a rationale if asked, then press Save.
Moving a card to Completed sends it to the Forward-Log. It comes back by itself when it's next due.
5. Watch it
5. Who can move what
Role | Can move | Needs rationale |
|---|---|---|
Assessor | Own cards | Yes |
Reviewer | Cards in review | Yes |
Tenant admin | Any card | No |
Still stuck? Ask on the community forum, or contact your Conform administrator.
6. Move a card on the Assessment board
Each assessment unit is a card on the board. Moving it to another column changes its state, and Conform asks for a rationale when the workflow says one is needed. See Workflow states for what each column means.
You can only move cards you're allowed to work on. If a card won't move, check your role on the Workflow tab.
6. Steps
Open Assessments → Board.
Find the card. Use the search box to filter by unit name.
Drag the card to the new column, or use
Move to…on the card's menu.Enter a rationale if asked, then press Save.
Moving a card to Completed sends it to the Forward-Log. It comes back by itself when it's next due.
6. Watch it
6. Who can move what
Role | Can move | Needs rationale |
|---|---|---|
Assessor | Own cards | Yes |
Reviewer | Cards in review | Yes |
Tenant admin | Any card | No |
Still stuck? Ask on the community forum, or contact your Conform administrator.
7. Move a card on the Assessment board
Each assessment unit is a card on the board. Moving it to another column changes its state, and Conform asks for a rationale when the workflow says one is needed. See Workflow states for what each column means.
You can only move cards you're allowed to work on. If a card won't move, check your role on the Workflow tab.
7. Steps
Open Assessments → Board.
Find the card. Use the search box to filter by unit name.
Drag the card to the new column, or use
Move to…on the card's menu.Enter a rationale if asked, then press Save.
Moving a card to Completed sends it to the Forward-Log. It comes back by itself when it's next due.
7. Watch it
7. Who can move what
Role | Can move | Needs rationale |
|---|---|---|
Assessor | Own cards | Yes |
Reviewer | Cards in review | Yes |
Tenant admin | Any card | No |
Still stuck? Ask on the community forum, or contact your Conform administrator.
8. Move a card on the Assessment board
Each assessment unit is a card on the board. Moving it to another column changes its state, and Conform asks for a rationale when the workflow says one is needed. See Workflow states for what each column means.
You can only move cards you're allowed to work on. If a card won't move, check your role on the Workflow tab.
8. Steps
Open Assessments → Board.
Find the card. Use the search box to filter by unit name.
Drag the card to the new column, or use
Move to…on the card's menu.Enter a rationale if asked, then press Save.
Moving a card to Completed sends it to the Forward-Log. It comes back by itself when it's next due.
8. Watch it
8. Who can move what
Role | Can move | Needs rationale |
|---|---|---|
Assessor | Own cards | Yes |
Reviewer | Cards in review | Yes |
Tenant admin | Any card | No |
Still stuck? Ask on the community forum, or contact your Conform administrator.
9. Move a card on the Assessment board
Each assessment unit is a card on the board. Moving it to another column changes its state, and Conform asks for a rationale when the workflow says one is needed. See Workflow states for what each column means.
You can only move cards you're allowed to work on. If a card won't move, check your role on the Workflow tab.
9. Steps
Open Assessments → Board.
Find the card. Use the search box to filter by unit name.
Drag the card to the new column, or use
Move to…on the card's menu.Enter a rationale if asked, then press Save.
Moving a card to Completed sends it to the Forward-Log. It comes back by itself when it's next due.
9. Watch it
9. Who can move what
Role | Can move | Needs rationale |
|---|---|---|
Assessor | Own cards | Yes |
Reviewer | Cards in review | Yes |
Tenant admin | Any card | No |
Still stuck? Ask on the community forum, or contact your Conform administrator.
10. Move a card on the Assessment board
Each assessment unit is a card on the board. Moving it to another column changes its state, and Conform asks for a rationale when the workflow says one is needed. See Workflow states for what each column means.
You can only move cards you're allowed to work on. If a card won't move, check your role on the Workflow tab.
10. Steps
Open Assessments → Board.
Find the card. Use the search box to filter by unit name.
Drag the card to the new column, or use
Move to…on the card's menu.Enter a rationale if asked, then press Save.
Moving a card to Completed sends it to the Forward-Log. It comes back by itself when it's next due.
10. Watch it
10. Who can move what
Role | Can move | Needs rationale |
|---|---|---|
Assessor | Own cards | Yes |
Reviewer | Cards in review | Yes |
Tenant admin | Any card | No |
Still stuck? Ask on the community forum, or contact your Conform administrator.
11. Move a card on the Assessment board
Each assessment unit is a card on the board. Moving it to another column changes its state, and Conform asks for a rationale when the workflow says one is needed. See Workflow states for what each column means.
You can only move cards you're allowed to work on. If a card won't move, check your role on the Workflow tab.
11. Steps
Open Assessments → Board.
Find the card. Use the search box to filter by unit name.
Drag the card to the new column, or use
Move to…on the card's menu.Enter a rationale if asked, then press Save.
Moving a card to Completed sends it to the Forward-Log. It comes back by itself when it's next due.
11. Watch it
11. Who can move what
Role | Can move | Needs rationale |
|---|---|---|
Assessor | Own cards | Yes |
Reviewer | Cards in review | Yes |
Tenant admin | Any card | No |
Still stuck? Ask on the community forum, or contact your Conform administrator.
12. Move a card on the Assessment board
Each assessment unit is a card on the board. Moving it to another column changes its state, and Conform asks for a rationale when the workflow says one is needed. See Workflow states for what each column means.
You can only move cards you're allowed to work on. If a card won't move, check your role on the Workflow tab.
12. Steps
Open Assessments → Board.
Find the card. Use the search box to filter by unit name.
Drag the card to the new column, or use
Move to…on the card's menu.Enter a rationale if asked, then press Save.
Moving a card to Completed sends it to the Forward-Log. It comes back by itself when it's next due.
12. Watch it
12. Who can move what
Role | Can move | Needs rationale |
|---|---|---|
Assessor | Own cards | Yes |
Reviewer | Cards in review | Yes |
Tenant admin | Any card | No |
Still stuck? Ask on the community forum, or contact your Conform administrator.
13. Move a card on the Assessment board
Each assessment unit is a card on the board. Moving it to another column changes its state, and Conform asks for a rationale when the workflow says one is needed. See Workflow states for what each column means.
You can only move cards you're allowed to work on. If a card won't move, check your role on the Workflow tab.
13. Steps
Open Assessments → Board.
Find the card. Use the search box to filter by unit name.
Drag the card to the new column, or use
Move to…on the card's menu.Enter a rationale if asked, then press Save.
Moving a card to Completed sends it to the Forward-Log. It comes back by itself when it's next due.
13. Watch it
13. Who can move what
Role | Can move | Needs rationale |
|---|---|---|
Assessor | Own cards | Yes |
Reviewer | Cards in review | Yes |
Tenant admin | Any card | No |
Still stuck? Ask on the community forum, or contact your Conform administrator.
14. Move a card on the Assessment board
Each assessment unit is a card on the board. Moving it to another column changes its state, and Conform asks for a rationale when the workflow says one is needed. See Workflow states for what each column means.
You can only move cards you're allowed to work on. If a card won't move, check your role on the Workflow tab.
14. Steps
Open Assessments → Board.
Find the card. Use the search box to filter by unit name.
Drag the card to the new column, or use
Move to…on the card's menu.Enter a rationale if asked, then press Save.
Moving a card to Completed sends it to the Forward-Log. It comes back by itself when it's next due.
14. Watch it
14. Who can move what
Role | Can move | Needs rationale |
|---|---|---|
Assessor | Own cards | Yes |
Reviewer | Cards in review | Yes |
Tenant admin | Any card | No |
Still stuck? Ask on the community forum, or contact your Conform administrator.
15. Move a card on the Assessment board
Each assessment unit is a card on the board. Moving it to another column changes its state, and Conform asks for a rationale when the workflow says one is needed. See Workflow states for what each column means.
You can only move cards you're allowed to work on. If a card won't move, check your role on the Workflow tab.
15. Steps
Open Assessments → Board.
Find the card. Use the search box to filter by unit name.
Drag the card to the new column, or use
Move to…on the card's menu.Enter a rationale if asked, then press Save.
Moving a card to Completed sends it to the Forward-Log. It comes back by itself when it's next due.
15. Watch it
15. Who can move what
Role | Can move | Needs rationale |
|---|---|---|
Assessor | Own cards | Yes |
Reviewer | Cards in review | Yes |
Tenant admin | Any card | No |
Still stuck? Ask on the community forum, or contact your Conform administrator.
16. Move a card on the Assessment board
Each assessment unit is a card on the board. Moving it to another column changes its state, and Conform asks for a rationale when the workflow says one is needed. See Workflow states for what each column means.
You can only move cards you're allowed to work on. If a card won't move, check your role on the Workflow tab.
16. Steps
Open Assessments → Board.
Find the card. Use the search box to filter by unit name.
Drag the card to the new column, or use
Move to…on the card's menu.Enter a rationale if asked, then press Save.
Moving a card to Completed sends it to the Forward-Log. It comes back by itself when it's next due.
16. Watch it
16. Who can move what
Role | Can move | Needs rationale |
|---|---|---|
Assessor | Own cards | Yes |
Reviewer | Cards in review | Yes |
Tenant admin | Any card | No |
Still stuck? Ask on the community forum, or contact your Conform administrator.
17. Move a card on the Assessment board
Each assessment unit is a card on the board. Moving it to another column changes its state, and Conform asks for a rationale when the workflow says one is needed. See Workflow states for what each column means.
You can only move cards you're allowed to work on. If a card won't move, check your role on the Workflow tab.
17. Steps
Open Assessments → Board.
Find the card. Use the search box to filter by unit name.
Drag the card to the new column, or use
Move to…on the card's menu.Enter a rationale if asked, then press Save.
Moving a card to Completed sends it to the Forward-Log. It comes back by itself when it's next due.
17. Watch it
17. Who can move what
Role | Can move | Needs rationale |
|---|---|---|
Assessor | Own cards | Yes |
Reviewer | Cards in review | Yes |
Tenant admin | Any card | No |
Still stuck? Ask on the community forum, or contact your Conform administrator.