While SmartTask 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 SmartTasks, as project deadlines may be impacted and any changes will need to be manually rolled back to undo.
- Select the SmartTask you wish to move. Hold the mouse button and drag the SmartTask to the desired date.
- If you are moving a SmartTask to another week, you will want to drop it onto the date that you wish to move it to.
- Release the button. The SmartTask now appears under the new grouping.
SmartTasks 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 SmartTask itself.
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