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Drag a job between columns

LiveFor: Manager

Change status or assignee by dragging on the board.

  1. Group the board by Status or Assignee (Sorting and columns > Group by).

    The Work board grouped by status, with a column per status.
    Grouped by Status, a card can be dragged to another status.
  2. Drag a card to another column. Grouped by status, the job takes that status; grouped by assignee, it goes to that person, or to nobody in the unassigned column.

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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