There are several ways to change the dates of tasks in projects:
- Using the Tasks screen
- Using the Edit Task screen
- Using the Gantt screen
- Using the Staff Planner or Resource Planner
Moving a Task using the Tasks Screen
To move a task to begin on another starting date using the Tasks screen, follow these steps:
- Go to the Projects screen by clicking Projects on the left sidebar.
- Find the project you wish to work on and click on it to enter the project.
- Click on Tasks on the left sidebar to enter the Tasks screen.
- On the Tasks screen, ensure you are displaying the Start Date and Finish Date columns on the Tasks screen.
- Double-click on a task's start date or finish date cell and enter the new start date or finish date.
- You can also copy date cell values and paste them into other task dates cells, and you can fill down cells to neighboring cells by dragging the right corner of a date cell.
Moving a Task using the Edit Task Screen
To move a task to begin on another starting date using the Edit Task screen, follow these steps:
- Go to the Projects screen by clicking Projects on the left sidebar.
- Find the project you wish to work on and click on it to enter the project.
- Click on Tasks or Gantt on the left sidebar to enter the Tasks view or Gantt view of the project.
- Select a task and click the Edit Task button on the Tasks screen toolbar or Gantt screen toolbar.
- This will display the Edit Task screen.
- Change the Start Date or Finish Date of the task and click OK to save your change.
Moving a Task using the Gantt Screen
To move a task to begin on another starting date using the Gantt screen, follow these steps:
- Go to the Projects screen by clicking Projects on the left sidebar.
- Find the project you wish to work on and click on it to enter the project.
- Click on Gantt on the left sidebar to enter the Gantt screen of the project.
- Select a task in the Gantt screen's timeline and drag it to a new date location.
Moving a Task using the Staff Planner or Resource Planner
To move a task to begin on another starting date using the Staff Planner or Resource Planner, follow these steps:
- Click on Planner on the left sidebar and select Staff Planner or Resource Planner..
- Select a task that you wish to move and drag the task along the Planner's cells to the new starting date that you wish to have.
- The task will be automatically updated with the new start date and finish date.
Tip: The tooltip is updated as you drag the task so you can see the start date, finish date and duration of the task.
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