Tasks Panel and Views

Drag and Drop on Panels

Summary: You can use these Drag and Drop Events:

You can use these Drag and Drop Events:

• Drag and Drop to Tag or Remove Tag • Drag and Drop to Schedule and Assign • Drag and Drop to Change Stage • Drag and Drop to Move Between Projects or Deliverables • Drag and Drop to the Dock

Drag and Drop to Tag or Remove a Tag

Drag and Drop a Task to an item in one of the Tagging Panels to tag. Drag and Drop a Task to the same item to un-tag it. The workspace will be updated by the server with the new tags or properties.

You can Tag using these panels:

Chart of Accounts, Program Account, Tags, Teams, Nouns, Verbs, Priority, Points, Skills.

You cannot Tag using these panels:

Organization, Programs. Types.

Drag and Drop to Schedule

You can create an appointment by Dragging and Dropping a Task on:

The Task Detail Panel's Time Tab. -or- The Schedule or Reschedule Panels

The appointment will be created. You may see a dialog asking you to select the person and the role for the appointment.

Issue: as of this writing the appointment is always scheduled for you, rather than letting you choose the person to assign it to.

To Drag and Drop to Change Stage

You can change stage by Dragging and Dropping a Task on the Stage Selectors.

If you have chosen the option to organize your tasks by State, you can change State by dragging and dropping between states in the list.

Note: when you Drop Tasks on a Stage Selector , Runcible will try to put them into the first available State. So if you have this arrangement: BACKLOG STAGE BACKLOG STATES: Backlog, Reviewed, Approved, Scheduled WORK STAGE WORK STATES: Current Queue, Assigned, Accepted, In Progress, Complete, Pending Review, Accepted, Closed Note: If you drag and drop from the Backlog Stage: Approved State, to the Work Stage Selector at the top of the Tasks Panel, Runcible will move it to the Work Stage: Current Queue State, because that’s the first available State in the Work Stage for that workflow. (Runcible tries to be smart when possible.)

Drag and Drop to Move Between Projects and Deliverables

You can Drag and Drop between Deliverables and Projects.

However, as a general rule, the Task, and the Project and Deliverable containing the task, must be in the same state.

If Runcible can 'figure out' how do move the Task, it will. If not it will tell you it can't (and it often can't). So you'll need to change the state of the task or the destination deliverable or program and try again.

Note: You cannot move tasks between Programs until the Deck feature has been implemented. Even so, Tasks will be copied to the destination program and trashed in the source program. So we clone and delete tasks moved between programs.

Project, Deliverable, and Story 'Accounting'

When you start anything in the Projects Panel, Runcible starts tracking statistics on it. Like the change in how many tasks, points, hours, costs, etc. Why? So we can produce a burn down chart and calculate velocity. In other words, so that we can, over time, get very good and predicting "velocity": how much stuff it's really possible to do (without paying the consequences of trying to do more.)

[Drag and Drop to the Dock]

Drag and Drop a Task to the Dock. From the Dock you can then drag and drop elsewhere.

More... See Using the Dock for more information.