Update Task Assignments Using Drag-and-Drop
Quickly update task assignments when you drag and drop a task from the hopper to the planning board. For example, if you move a task from the hopper into a swimlane, the task assignments update to match existing swimlane assignments. To prevent accidental assignment changes, you'll have the option to confirm or cancel assignments when you drag and drop a task.
Available assignment changes depend on object settings and user permissions. These task assignments will immediately update when you drag and drop them to the planning board: WBS, Task Code, Company, and Assigned User.
To move a task from the hopper to the planning board using drag-and-drop:
- Navigate to the Project Home screen.
- Tap the
Work Plan tile. - Tap a task, and then drag-and-drop it into the desired location on the planning board.
- In the dialog box, review the list of task assignments. Each item in the list displays its current value and what the new value would be.
- Tap Continue to update the task assignments.
- Tap Don't Show Again to prevent the dialog box from appearing each time you drag-and-drop a task.
Note: If you drag and drop a task with activity assignments, the confirmation dialog box will display a warning instead. Any other associated task assignments will be updated, but existing activity assignments cannot be updated using drag-and-drop.