Skip to main content
2 min readIntermediateAgentManagerAdmin

Board view — drag to schedule

See all tasks as columns by time, and move a task to another day by dragging.
Open in CloseUp

Steps

  1. 01

    Switch to the board

    In the toolbar above the list click the columns icon (Board). Your choice is remembered.

  2. 02

    Drag a card to a column

    • Today / Tomorrow — due date updates.
    • This week — in 3 days. Later — in two weeks.
    • No date — clears it.
    You should see: "Moved to ...".
    Tip: Meeting reminders don't drag — the meeting sets their date.