Drag-and-drop reassignment

Use drag-and-drop on the Task Scheduler calendar to reschedule tasks or reassign them to a different technician all without leaving the calendar or opening any forms.

Overview

Use drag-and-drop on the Task Scheduler calendar to move tasks to a new time slot or reassign them to a different technician all without opening any forms or leaving the calendar.

Who can access this

Super Admin: can drag and drop any task on the calendar.
Admin: can drag and drop any task on the calendar.
Lead Technicians and Technicians cannot use drag-and-drop on the calendar.

How to reschedule a task by dragging

Go to Scheduler → Calendar View.
Switch to Day or Week view for the most precise control.
Click and hold a task block on the calendar.
Drag it to the new date and time slot.
Release to drop a popup appears showing the updated Task Schedule.
Under Assigned To, select Technician, Subcontractor, or Assign Later.
Search and select a team member from the Select a Technician list.
Click Assign to confirm.

The task's scheduled start and end times are updated automatically. A confirmation may appear depending on the change.

Limitations

Drag-and-drop works best in Day and Week views in Month view you can move tasks between days but cannot set precise times.
Tasks on closed or cancelled jobs cannot be moved.

Tips

Use Day view for precise scheduling it gives you the most control over exact time slots.
If you accidentally move a task, drag it back to the original slot or click the task block to update the time from the popup.
Use the Technician filter to focus on one team member's schedule at a time before dragging tasks around.