Right-click menu
The right-click tools are available on the Schedule and Project plan to help you quickly adjust your team's schedule. Right-click anywhere or select the pointer icon at the bottom of the page to bring up the available options.
📝Note: Keyboard shortcuts are listed next to each action.
Right-click actions
Add/Edit (A) - create a new allocation or edit the existing one.
Split (S) an allocation. Allocations must cover at least two days to be split.
📝Note: A person must have edit access to split allocations. Recurring allocations cannot be split.
Link (L) an allocation. You can link to any allocation that belongs to the same project as long as it does not start before the allocation that you've selected.
Complete (C) an allocation. When marked as complete, a checkmark is displayed next to allocations, and the allocation color becomes translucent. Completed allocations can also be filtered and isolated in your reports.
Delete (D) an allocation. Selected allocations will be removed.
💡 Here's a tip: Tap A or Esc on your keyboard to return to Add/Edit mode.
Keyboard shortcuts
In addition to the right-click menu, you can also use keyboard shortcuts. Hold Shift and ? on your keyboard to bring up the full list of available shortcuts.
Among others, the list includes:
Shift + Drag - quickly copy allocations on the Schedule.
📝 Note: Events imported from the calendar cannot be copied.
Shift + Click - select multiple allocations to move them together.
Command-Z (Mac) or Ctrl-Z (PC) - undo the last move, add, update, or delete action/s.