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Update items quickly via Drag & Drop on Calendar

From the Home Page Calendar, quickly update the following items via drag and drop:

  • Task start & due dates
  • Milestone due dates
  • Notes to different days

1. Update task start or due date

  • Drag the beginning of a task to update the start date
  • Drag the end of the task to update the due date
Drag the entire task to update the start & due date at the same time
If you are filtering on “Tasks Starting” and/or “Tasks Due,” be sure to enable the checkbox “Expand projects” in order to drag tasks.

 

 

2. Drag notes to different days

3. Drag a Milestone to a different day

You will be prompted with options to update other items associated to that milestone

***In older legacy themes, the crosshair icon let’s you know an item is enabled for drag & drop. In the new Core theme, there is no indicator.

Crosshair indicates drag & drop

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