Organizing Tasks: Reordering Tasks

While task details can be changed manually by opening and editing them, they can also be dragged and dropped from one date, priority level, status, or owner to another by Team Leaders or Primary Leaders. NOTE: Please exercise caution when dragging and dropping tasks, as project deadlines may be impacted and any changes will need to be manually rolled back to undo.

1. Select the task you wish to move. Hold the mouse button and drag the task to the desired date.
   
   
   
2. Release the button. The task now appears under the new grouping.
   

Tasks can be dragged and dropped in Calendar, Thumbnail, and Kanban views.

There are several groupings that do not permit drag and drop. These are Project, Assigner, and Team. These must be updated via the task itself. Additionally, if you are using the ConnectWise integration's custom statuses, you will be unable to drag tasks between statuses that belong to different Project Boards in ConnectWise.