Scheduling
Tasks on the board and extension panels can be scheduled or assigned resources by drag and drop. Changes then need to be saved to NetSuite. Tasks are not editable after they have been started.
Selection
You can select one or more tasks on the board or extension panel by clicking on it or dragging a selection box around them. Toggle the selection of tasks by holding the Shift key and clicking on them or dragging a selection box around them.
When selecting a task, linked tasks are also selected. By default, this applies to tasks on the same case. Shift select individual linked tasks to schedule them independently.
Drag and Drop
Drag and drop the selected tasks on the board to change their start date and time, end date and time, primary assignee, and secondary assignees.
Apply different drag modes by holding down these keys:
Tasks can also be assigned or unassigned by dragging between the board, assigned tasks panel, and unassigned tasks panel.
Time Zones
When editing a task, it will inherit the time zone of the current view. If you intend to edit a task in a different time zone, first change the time zone setting to match that task. This will ensure you are seeing the task in its local time and that it saves as expected.
Saving or Cancelling
Tasks with unsaved changes will display with a red border. The total number of tasks with unsaved changes will also be displayed in the Sync menu.
Click the Save button to prompt all unsaved tasks to save their changes to NetSuite. Click the Cancel button to clear all unsaved changes. Saving and cancelling changes for a single task can also be done from the tasks context menu.
If a task errors when saving, it will show the Error status icon and appear with a red border, like an unsaved task. Click Save again to reattempt or contact NetSuite Support if the problem persists.
