While SmartTask can be changed details 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 SmartTasks, as project deadlines may be impacted and any changes will need to be manually rolled back to undo.

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

SmartTasks can also be dragged and dropped in Calendar, Small Thumbnail, Large 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 SmartTask itself.

Was this article helpful?
0 out of 0 found this helpful



Article is closed for comments.