What needs to take place when i move into bigger buckets for the first time? Should I form a ball of dirt around the root system?

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Outdoors, the sky is the limit

you dont wanna yank the plant up if you can carefully cut the container its in or just try and turn the container its in right now upside down and squeeze the container till all the dirt comes out then place all the dirt in the bigger container you dont want to break any roots those are the plants life lines so be gentle.