Tabsters Help Center

Thanks to drag & drop, you can now :

- Change the order in which your elements are displayed in the Roadmap (projects, batches, actions, tasks).

- Move an element to another parent (e.g. from one workpackage to another, or from one project to another).

- Increase productivity in your planning and review phases.

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In your project portfolio :

Access the Roadmap

1. Go to the Roadmap tab of a project portfolio or project.

2. This hierarchical view shows you the tree structure of your elements.

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Locate the move icon

1. Hover over an item (project, workpackage, action or task).

2. A movement icon in the form of six small dots appears on the left.

3. Your cursor changes to indicate that dragging is possible.

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Drag and drop

1. Click on the move icon.

2. Hold down the click and drag the element to the desired location:

- Within the same parent to change the order

- Or to another parent (equivalent to a cut/paste action).

3. Release the click to confirm the move.

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When you reorganize your projects, batches, actions or tasks via drag & drop in the Roadmap tab, you have two options for saving the new order: 

• At element level (1): You can also save the order directly at element level (e.g. a project in a project portfolio or a workpackage in a project) by clicking on the card logo at the top left of its line. If you have administrative rights, this saves only the order of this element within its parent. 

• Scale to view (2): You can then save this new order in your view for later export. This preserves the current view. Click on the floppy disk icon or select "Save view".

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To help visualize the current position of an element, a new #Order field is now available in the Roadmap view. 

• It indicates the position of the element within its parent. 
• Useful for quickly checking whether the order matches your expectations, especially after a slip.

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To display the #Order column : 

• Click on the table icon: this opens the menu for selecting the columns to be displayed.
• Type "Order" in the search bar: this will make it easier to find the column you're looking for.
• Check the box associated with the " Order " column: this will add the column to your display.
• Move the "Order" column up to the first position: You can usually do this by dragging it up or to the left, depending on the interface.

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The #Order column represents the hierarchical position or execution sequence of the elements listed in the table.

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It corresponds to a logical or chronological order in which projects, actions and task packages are positioned hierarchically. 

Once you've adjusted the order of the lines to suit your needs :

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• Click on the small icon at the top right of your table.

• Select the "Update line order (from view)" option: This saves the current order of elements as they appear on screen.

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Refresh page: After reloading, the #Order column will reflect the order you defined.

• It is only available in the Roadmap tab. 
• No sorting, filtering or collapse must be active in the view. 
• You must have editing or administrative rights to the items you are moving. 
• If you have read-only rights, any changes you make will only be saved in your own view.

• Plan before you move: make sure the new hierarchy or order meets an organizational need. 
• Use the #Order field to check the final position after each move. 
• Communicate your changes if you share the view with other team members. 

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Tabsters' drag & drop and #Order fields in the Roadmap make project management more flexible and intuitive. It lets you do it in just a few clicks, without leaving your planning.