Move, assign and complete

Move a card

On desktop, drag a card into a Matrix quadrant to change its priority. Drop it onto a calendar date to schedule it. Cards in different views represent the same task.

Hold Ctrl (or Cmd) to select several cards and drag the group. Click outside cards without a modifier to clear the selection. Moving tasks depends on permissions and task state.

On a phone, open the card and choose a date or quadrant in its properties. This is an alternative to dragging.

Assign a person

Open a task in a shared Space, select the assignee field and choose a member. If the action is unavailable, check your permissions in that Space. Mine only filters the view; it does not change assignments.

Set or clear a date

Open the date control in the card. Choose a day or clear the date if that action is available for the task. Check the result in Calendar or Timeline.

Break down the work

Add subtasks in an open card. Write each as an action you can finish separately. On a phone, pull the grip at the bottom of a collapsed card down, or tap it, to reveal subtasks.

Complete a task

Press the round completion indicator. Permissions control completion in shared Spaces. A blocked task must be unblocked first. Turn on Show completed to review finished cards.

Return to planning

Choose a view or define the expected outcome.