Move tasks between lists

Depending on whether you're using the mobile or web app, there are several ways that you can move an item to a new action list, project, or reference list.

On Desktop

There are 3 ways to move an item in the web app:

  • Click and hold on the item or lasso several items and drag them to the desired list.
  • Right-click on the item (or lassoed items) or click the drop-down icon at the right end of the item(s). From the context menu, select Move followed by your choice.
  • Open an action and choose a different action state. This will move the item to the appropriate action list.

On Mobile

There are 2 ways to move an item in the mobile app:

  • Swipe an action or reference item to the left, tap the curved arrow , then choose a location.
  • Open the action or reference item, tap the current location or action state (ex: Next, Project Name, etc.) and choose where you'd like to move the item.

Good to know: You can change the list of possible destinations by selecting the relevant area filter on the Move screen.