Agent Lesson 7: Calendar Mastery — Drag-and-Drop

Agent Lesson 7: Calendar Mastery — Drag-and-Drop

Drag-and-drop is the fastest way to move work around your calendar. This lesson covers the mechanics: moving scheduled todos, signaling rank changes on floating todos, dropping tickets onto time slots, and the click-vs-drag distinction.

Drag-and-Drop Scheduling

Problem: Clicking through dialogs to set or change a time on every todo is slow. You can already see your day on the calendar — why can't you just grab things and move them?

Horizon's answer: You can. The Calendar View supports drag-and-drop for both moving existing todos and dropping new tickets onto a time slot to create a todo.

Move a scheduled todo to a new time

  1. Switch to Calendar View.
  2. Find the scheduled todo on the calendar.
  3. Drag it to the new time slot.
  4. A confirmation modal opens showing the move. Confirm.

The todo's start time updates everywhere — dashboard, calendar, and the helpdesk's calendar entry.

If a scheduled todo is already In Progress, you can't drag it. You'll get a "This todo is already in progress and cannot be moved" message.

Drag a floating todo on the calendar — what actually happens

This is the part that surprises new agents. Floating todos don't have a fixed time, so dragging one doesn't literally move it. Instead, the drag is interpreted as a signal about how you want it scheduled.

  • Drag forward (to a later time): Horizon opens a small panel offering to:
    • Increase rank — promote it so the scheduler tries to fit it earlier next time
    • Decrease rank — demote it, push it later in the natural order
    • Defer until [the time you dragged to] — set the floor at the time you dragged it to (covered in the previous lesson on Floating Todos)
  • Drag backward (to an earlier time): same panel, but without the defer option (you can't defer a todo into the past).
  • Drag to the same time: silent revert — nothing changes.

Pick the option that matches what you actually want. The panel is the system asking "why did you drag this?" because the literal answer ("put it here") doesn't apply to floating work.

Drag a ticket onto the calendar to create a todo

  1. From the Ticket Tray widget, grab a ticket card by clicking and holding.
  2. Drag it onto a time slot in your calendar.
  3. The Schedule Todo slide-over opens with the ticket already linked and the start time pre-filled.
  4. Fill in the rest (title, duration, delivery method) and save.

Faster than opening the ticket widget, clicking Create Todo, and typing the time manually.

Resize a todo to change its duration

  1. Hover the bottom edge of a todo on the calendar.
  2. Click and drag the edge up or down to change how long it takes.
  3. Confirm in the modal.

Multi-day moves

Drag-and-drop works across days when you're in the Week view. Switch to Week, grab the todo, drop it on a different day. Same confirmation modal as same-day moves.

Things that won't drag

  • Read-only appointments (e.g. external calendar events synced from outside Horizon) — you'll get a "This appointment is read-only and cannot be moved" message.
  • In-progress scheduled todos — see above.

Tip: Forward-drag a floating todo when you want to defer it visually — it's the fastest way to say "earliest I can do this is [time]". You skip opening the action menu, picking Defer, picking a preset, etc. Just drag to where you want the floor and pick Defer until in the panel.

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