4 years ago
Drag cards between member swimlanes in Autotask
Kanban for Autotask users can now assign or re-assign tickets and tasks by dragging cards between member swimlanes.
Dragging a card to a member swimlane changes the ticket or task's primary assignment. If the technician has multiple possible roles for the ticket, you'll be shown a prompt to select the role. Dragging to the "no assigned resource" swimlane removes the primary and all secondary resources.
Learn more in the knowledgebase.