Introduction
In Easy8’s Work Breakdown Structure (WBS), you can manage the structure of a project using simple drag-and-drop actions. This allows you to visually sort and organize both tasks and projects directly from the WBS interface.
Target Audience
- User
Prerequisites
- WBS module enabled on the project
- Sufficient permissions to edit tasks or project structures
Steps
1. Reorder Tasks and Subtasks
- Click and hold a task (issue) in the WBS view
- Drag it up or down to change its order within the current level
- Drop it to place it in the new position
This updates the sequence in which tasks are shown under their parent.
2. Change Task Hierarchy
- Drag a task and drop it onto another task
- This makes it a subtask of the selected task
You can also reverse this by dragging the subtask out of the parent and placing it back at a higher level.
3. Move Tasks Across Projects
- If multiple projects are shown (e.g., in global views), drag a task from one project and drop it into another
- The task will now belong to the new project
Note: In most cases, WBS is used per project. Moving between projects may apply only in certain use cases where multiple project trees are visible.
Summary
The drag-and-drop functionality in WBS makes it easy to organize tasks and build your project structure. You can reorder, nest, or relocate tasks and manage the full hierarchy visually with just a few clicks.
