Moving a family through stages

Three ways to advance: NBA, drag, or 'Move to a different stage'.

3 min readUpdated May 10, 2026

Why this matters

Stage advances are how the system stays current. If you advance accurately, the kanban tells the truth.

Three ways

  • Click the NBA button. It runs the side effect (email, invoice, calendar invite) AND advances the stage. This is the default.

  • Drag the card on the kanban. The card snaps to the new stage; only the stage changes (no side effect).

  • Use 'Move to a different stage' on the detail panel for explicit control. Useful for non-linear moves (e.g., re-opening a 'Lost' card to 'New').

Related guides