Re-assigning an Activity to Another Staff or Resource

To re-assign an activity to another staff member or another resource, follow these steps:

1. Click on Planner on the left sidebar and select Staff Planner or Resource Planner..
2. Select an activity that you wish to re-assign and drag the activity onto the other staff member or resource in the Planner.  You can place the activity at the same dates or new dates.
3. The activity will be automatically re-assigned to the staff or resource. You can edit the activity further to make more changes.

Tip: The tooltip is updated as you drag the activity so you can see the start date, finish date and duration of the activity.

Tip: Whilst moving an activity to another staff with your mouse, you can hold down the CTRL key and the activity's start date and end date will not change. This is handy to reassign activities to other staff without changing the dates.