WorkWorksheets
Move Items Popup
How to move selected worksheet items to another worksheet or into a brand new worksheet.
Move to Worksheet is the batch transfer popup for worksheet items that are already on a worksheet. It is useful when work needs splitting, reshaping, or handing over to another worksheet without re-adding every job and quote manually.
Before You Open It
- Selection required: The popup works on selected worksheet items only.
- Jobs and quotes together: The header tells you how many selected jobs and quotes are being moved.
- Mixed-business warning: If the selected worksheet items span more than one business, the popup warns you and asks you to be deliberate about the destination.
Choosing Existing or New
- Select Existing: Search the incomplete worksheets and choose a different worksheet to move the selected items into.
- Create New: Create a brand new worksheet and move the selected items into it in one step.
Fields in Create New
- Business: Appears when the selected items come from multiple businesses. It decides which business owns the new worksheet.
- Worksheet Name: Defaults to today’s date if you do not type your own name.
- Assigned Team Member: Use this if the new worksheet should immediately belong to someone specific. It only shows if your role can assign worksheets. Without that, the new worksheet is left unassigned, or is yours if you only see your own worksheets.
- Vehicle: The van the new worksheet goes out in. It starts on the van the assigned team member drives, with Their usual vehicle underneath, and follows them if you change who it's for, until you pick a van yourself. Choose No vehicle if it isn't going out in one. It shows when the business has vehicles and your role can see them. With items from more than one business, it waits until you've chosen the Business, as each van belongs to one business. Moving items into an existing worksheet leaves its van as it is.
- When someone is off: if the person you pick, or the person a worksheet in Select Existing belongs to, is off on a day the moved jobs are due, the popup says which days and why. It's only a warning. See Team Availability.
- When the vehicle is off the road: if the vehicle a new worksheet goes out in is booked off the road on a day the moved jobs are due, the popup says so under Vehicle, such as Van 2 is off the road on Fri 23 Oct (MOT). You can still put the work on it. It's only a warning too.
What Happens After Confirm
- Order carries across: The items are moved into the destination worksheet and added onto that worksheet’s existing item order.
- Current worksheet updates: The source worksheet refreshes so the moved items disappear from the list you were looking at.
- Move only, not copy: This popup is transferring the worksheet items, not duplicating them.
Related articles
- Worksheet Detail Screen: Shows where selected-item actions live on the worksheet page.
- Route Optimisation and Ordering: Often relevant after moving items because the destination worksheet may need reordering.
- Creating a Worksheet: Useful if you want the full create flow instead of this move shortcut.
- Adding Jobs: Better when the work is not on a worksheet yet and simply needs attaching.