Move a Task on the Work Plan Page

The Work Plan page enables you to plan your tasks and task milestones in an interactive manner similar to an actual planning board. Tasks can be moved to and from the hopper, planning board, or planning buckets. When moving a task to a date on the planning board, the date selected becomes the due date of the task. Move a task from the planning board to the hopper to remove its due date. Move a task to a planning bucket to place it in a past or future week without navigating away from the current view.

When grouping by tasks and activities, you can move tasks to different activity bands to change their activity assignments. Drag and drop or paste tasks directly on the band to move them. Move a task to the "No Activity" band to remove its activity assignment. Tasks set to Use Only Work Days may have their due dates affected by non-work time on the planning board.

To move a task on the Work Plan page:

In the object selector, select a project.
In the sidebar, hover over  Tasks, and select Work Plan.
In the hopper or planning board, select one or more tasks.
Do any of the following:
- Modify the Due Date: With configurable task cards enabled, double-click a basic task card, and then select the Due Date field on the configurable task card to edit it. With configurable task cards disabled, double-click a basic task card to open the Task Details dialog box. Enter or remove the due date for the task, and then select Save. Tasks with due dates will be placed on that date on the planning board. Tasks without due dates will be placed in the hopper.
- Cut and paste: Right-click your selection, and select Cut Task. Right-click a destination for your selection, such as a day column, activity band, planning bucket, or the hopper, and then select Paste Task. Your selection is moved.
- Copy and paste: Right-click your selection, and select Copy Task. Right-click a destination, and then select Paste Task. Your selection is duplicated. Hand-offs are not copied with tasks.
- Click and drag: Click and drag your selection to another destination. As you drag your selection, the longest duration in the selection is highlighted.
- Move to Hopper: Right-click your selection, and select Move to Hopper. The due dates of the tasks in the selection are removed, and the tasks are placed in the hopper.
- Move to Planning Board: Right-click your selection, and select Move to Planning Board. Tasks in the selection are placed on the planning board with a start date of today or the next available work day.
- Delete: Right-click your selection, and select Delete Task. Select Yes to confirm.
All changes made to this page are saved automatically.

Tips

Sort activity bands by Activity Name, Activity ID, Start Date, or Finish Date to organize your list of tasks before moving them across the planning board.
If you cut and paste or drag and drop one or more chains of tasks, the most recently selected task in each selected chain is used as the driving task. A driving task's placement on the planning board, hopper, or weekly bucket determines its due date, and all other tasks in the same chain are placed on the planning board in relation to the driving task. The current hand-off mode determines the movement of the tasks in a chain.
Paste your selection of tasks in a day column to maintain the assigned activity of each task in the selection. Paste your selection directly on an activity band to move all tasks in the selection to the activity that you selected.
When moving a task into a planning bucket, the task due date is set to the first available valid work day of that time period. Select a bucket to display its time period on the planning board.
You cannot move tasks with commitments into the hopper. You cannot move completed tasks.
The borders of a task appear as dashed lines if the task occurs on a non-work day.
If a task is part of a hand-off chain, changing its due date directly, accepting a proposed due date, or setting a new committed due date will cause the task and other tasks in the chain to be moved. The current hand-off mode determines the movement of a hand-off chain when any of the tasks in the chain are modified:
-  Keep Hand-offs: Maintain hand-off logic, but allow for the addition or consumption of slack between tasks.
-  Break Hand-offs: Only maintain hand-off logic until the slack between two tasks reaches zero.

Last Published Tuesday, May 21, 2024