WorkestraDocs
Troubleshooting

Kanban & Pipeline Issues

Fix drag-and-drop and pipeline display problems.

Kanban & Pipeline Issues

Cards Appear but Can't Be Dragged

Symptoms

  • Cards are visible but completely non-interactive
  • Drag cursor never appears
  • Drops have no effect

Fix

  1. Hard refresh the page (Cmd+Shift+R or Ctrl+Shift+R)
  2. Check browser console for JavaScript errors
  3. Try a different browser — Chrome and Edge have the best drag-and-drop support

If Still Broken

The kanban board uses native HTML5 drag and drop. Some browser extensions (ad blockers, privacy tools) can interfere:

  1. Disable extensions temporarily
  2. Try in an incognito/private window
  3. Check if your organization has browser policies restricting drag-and-drop

Cards Missing from Pipeline

Symptom

Pipeline column appears empty even though deals/candidates exist.

Causes & Fixes

CauseFix
Filter appliedCheck the filter bar at the top — clear all filters
Wrong statusVerify the record's status matches the column (e.g., "Open" deals in Open column)
Recent data importImported records may need a page refresh to appear
RBAC restrictionYou may not have permission to view those records — contact your admin

Pipeline Not Loading

Symptoms

  • Infinite spinner on /crm/opportunities or /recruiting/pipeline
  • Blank page after navigation

Fix

  1. Check your internet connection
  2. Wait 10 seconds — large pipelines may take time to load
  3. Check browser console for 500 errors
  4. If you see a 500 error, the issue is server-side — contact support with the error message

Stage Changes Not Saving

Symptoms

  • You drag a card to a new column
  • After refresh, the card is back in the old column

Fix

  1. Check that you have write permission for the module
  2. Verify the stage you're moving to is active (not deleted in settings)
  3. Some automated rules may revert the change — check CRM → Settings → Automations
  4. Check for a red error toast that may explain why the save failed