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Drag and drop work orders on the calendar

Have bunch of unassigned tasks/jobs that you want to quickly assign to your teammates? Want to label work orders for the week by location or machine with a simple drag and drop? 

With these handy calendar view features, you’ll be able to organize work for your team in no time. Drag and drop allows you to move cards (e.g. tasks, jobs, or work orders) across assignees, priorities, locations, assets, etc. depending on what grouping you select. 

 

 

How to use Calendar View Drag and Drop:

Desktop
  1. Make sure you are in an expanded weekly calendar view
  2. Pick a grouping from the “Select…” dropdown on the top left. This grouping will show you work scheduled across that specific field (e.g. assignee, location, asset, etc).
  3. From this grouped view you can click and drag cards to fill in gaps, assign cards that are unassigned, or change the date.

See also: Use Quick Create to Add Work Orders from the Calendar View