Edit and move items on schedule
Move Tasks
- From the "Schedule" page, enable editing by clicking the "EDIT" button (2). When hovering over the four directions' arrow, the cursor changes to a grab icon.
- Long press your mouse key and drag the task over to a different date and/or user.
- Release the mouse key once the cursor is in the desired location. The task is then rescheduled from Alexandra Brown to Amy Cross. The start date has also changed from April 6th to April 7th.
Edit Tasks
- While still in edit mode (1), hover over the pencil next to the task you want to quick edit and click it
- Complete the "Edit Task" form.
- The available fields are:
| SCREENSHOT MARKER | NAME | DESCRIPTION | REQUIRED/ OPTIONAL |
| 1 | Name | Allows you to quickly change the name of the task if needed. | Required |
| 2 | Start | The scheduled start date for the task. | Required |
| 3 | End | The scheduled end date for the task. | Required |
| 4 | Weekends/ Bank Holidays | Tick if the task should include weekends. | Optional |
| 5 | Team | You can add extra employees by clicking the "Team" box or remove employees by clicking the "x" next to the employee you want to remove. | Optional |
| 6 | Schedule Color | You can pick the color of your liking for the task. Helpful if you want to quickly communicate urgencies, equipment to be used etc. via the color. | Optional |
- Click either "Save" or "Create New Task." With "Save" you are saving the existing task with any added changes. With "Create New Task" you are duplicating the task by creating a new one that will use the dates and team you have set in the "Edit Task" form.
Note: The above guide is also relevant for the Equipment view in Schedule.