Scheduling
You can schedule or assign resources to tasks on the board and extension panels by dragging and dropping. Then, save your changes to NetSuite. You can't edit tasks after they've started.
Selection
You can select one or more tasks on the board or extension panel by clicking them or dragging a selection box around them. To toggle the selection, hold the Shift button and click on the tasks or drag a selection box around them.
When you select a task, linked tasks are also selected. By default, this applies to tasks on the same case. Hold the shift button then select individual linked tasks to schedule them independently.
Drag and Drop
Drag and drop selected tasks on the board to change their start date and time, end date and time, primary assignee, and secondary assignees.
Apply different drag modes by holding down these keys:
You can also assign or unassign tasks by dragging them between the board, assigned tasks panel, and unassigned tasks panel.
Time Zones
When you edit a task, it uses the time zone of your current view. If you intend to edit a task in a different time zone, change the time zone setting first to match that task. This way, you'll see the task in its local time and that it saves as expected.
Saving or Cancelling
Tasks with unsaved changes display using a red border. The total number of unsaved tasks also displays in the Sync menu.
Click Save to prompt all unsaved tasks to save their changes to NetSuite. Click Cancel to clear all unsaved changes. You can also save or cancel changes for a single task from its context menu.
If an error occurs when saving a task, it displays the Error status icon and a red border, like an unsaved task. Click Save again to reattempt, or contact NetSuite Support if the problem persists.
