WorkPlanner
Dragging and Rescheduling Work
How drag-and-drop works in the planner for jobs, rounds, quotes, and timed work in day view.
Dragging on the planner is a live date change, not a visual placeholder. When you drop work onto another day, Work Planner updates the real due date and then refreshes the planner so the job or quote reappears where it now belongs.
What You Can Drag
- Single jobs: Drag one job card to another date when you only need to move that one piece of work.
- Rounds: Drag the round header to move every job shown in that round for that date.
- Quotes: Drag quotes to another date when the quote due date needs to move.
- Selected jobs or quotes: If you already have multiple items ticked, dragging one of the selected items moves the whole selected set.
Important Movement Rules
- Past dates are blocked for jobs and quotes: Planner will not let you drop jobs, rounds, or quotes into the past.
- Overdue jobs can be recovered: Dragging a job out of the overdue column moves it onto a real planner date and reloads the overdue column so the warning stays accurate.
- Future planned dates ask for confirmation: If you drag a future job occurrence, Work Planner shows a warning popup before the move is applied because the drop resets the current due date to the date you picked.
- Quotes keep a date only: When you drag a quote, you are changing its due date. Planner does not set a time on quotes from drag-and-drop.
Day View Timing
- Dropping onto the timeline: In day view, dragging a job onto a specific time slot can set or change the due time as well as the date.
- Timed vs untimed jobs: Timed jobs sit on the timeline. Untimed jobs stay in the untimed area until you give them a time.
- Why this matters elsewhere: Once a due time is set here, that timing can feed through to the planner display, worksheets, and the general scheduling picture for the job.
What to Check Before You Drop
- Selection state: If several jobs are selected, dragging one may move all of them. Clear the selection first if you only mean to move one.
- Visible range: The planner only reloads the affected visible dates, so make sure you are looking at the right part of the schedule before reshuffling a lot of work.
Related articles
- Multi-Select and Batch Moves: Important when drag-and-drop is acting on a selected batch rather than one item.
- Update-Date Flow: Better when you want to type one exact due date instead of dragging items across the screen.
- Planner Date Navigation and Filters: Useful when you need the right date range open before rescheduling work.
- Planner Notes: Notes can also be dragged, but they follow note-specific rules rather than job scheduling rules.