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. When an activity band contains task assignments, the band displays the total number of tasks. 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:

  1. In the object selector, select Project, select View Projects List, and then select a project name.
  2. From the Main Menu, select Tasks, and then select Work Plan.
  3. In the hopper or planning board, select one or more tasks.
  4. 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.
  5. All changes made to this page are saved automatically.

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