Move SOPs and libraries between pillars

Editors, admins and owners can move things by hand on every plan. Moves stay inside the workspace, and libraries shared in from another workspace cannot be moved from yours.

Move a library to another pillar

A library moves with all of its SOPs, archived ones included. They keep their departments, and any workspace the library is shared with keeps seeing it.

1. Open the pillar the library is in.
2. Next to the library’s name, click Move.
3. Pick the new pillar.
4. Click Move it.

Place a library from an older board

If your workspace has boards from before the pillars (under Not sorted into a pillar yet on Boards):

1. Open the old board.
2. Next to each library, click Place in a pillar.
3. Pick the pillar and click Place it.

When an admin or owner places the last library on an old board, the empty board is removed. If an editor places it, the empty board stays until an admin removes it.

Move an SOP

You can move an SOP to another library, in any pillar, or to a brand new library.

1. Open the pillar, and click Move on the SOP. Or open the SOP and click More, then Move to another library or pillar.
2. Under Move to, pick a library, grouped by pillar. To make a new one, pick New library in a pillar, then name it.
3. Click Move it.

A new library made this way starts with the SOP’s departments as its defaults.

When a move changes who can see an SOP

If the SOP’s current library is shared into other workspaces and its new one is not, those workspaces lose the SOP. SOPCompass lists them, including any open assignments they have on it, and asks you to tick Take it away from them before moving.

If the new library is shared and the old one was not, the SOP becomes visible in more workspaces. SOPCompass asks you to tick Share it with them first.

Reordering without moving

To change the order of libraries on a pillar or SOPs in a library, use the arrow buttons. They appear when the department switcher is set to Everything, so you never swap places with an SOP you cannot see.

What is recorded

Moves are not versions of the SOP, so they do not appear in History. Every move is recorded in the workspace’s activity, which Insights shows under Recent activity (Business plan).

Many SOPs to sort?

On the Business plan, admins can have the AI propose a pillar for every library and departments for every SOP at once. See AI sort.