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Move work between weeks

LiveFor: All staff

Re-plan items as the week changes.

A job lands in a week of My Week through its planned week. To change it:

  1. Go to Work and find the job’s card.

  2. Hover the card, press its … and choose Plan Work.

  3. Pick the week and save. The job moves to This Week, Next Week or Later in My Week to match.

The Work board, where each card's menu holds Plan Work.
Plan Work is on each card of the Work board.

An email or alert in Triage can be planned the same way from Triage.

Still need help?

Ask your firm's BMS admin first: they can see your access level and your firm's settings. Clients of a firm should contact their accountant.

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