Creative agency glossaryProject Management and Workflow

Drag and Drop Planning

Drag and drop planning is a way of building schedules and project plans by moving tasks, people and dates around a visual board with the mouse instead of editing fields.

What is drag and drop planning?

Drag and drop planning is the interface most modern project tools share. Tasks are cards; time is a timeline or a grid; people are rows. To schedule something you drag the card onto the day; to extend it you pull its edge; to reassign it you drop it on another name. The plan is built by moving things, and the consequences (a task now overlaps another, a person is now overbooked) are visible as you move them. It is planning as a physical act rather than a data entry task.

The idea descends from the wall of index cards and the magnetic whiteboard that every production office once had. The software version remembers where you put things.

Why it matters

Why drag and drop planning matters

Plans change constantly, and a plan that is hard to change does not get changed; it gets ignored. Drag and drop makes the plan cheap to adjust, which keeps it true. It also makes planning collaborative: a producer and a creative director can stand at a screen and move a shoot day together, seeing immediately what it does to the edit. That is faster and more honest than a spreadsheet, where the same change means editing twelve cells and hoping the formulas hold.

The visual form also makes problems obvious. Overbooked people, gaps in the schedule and tasks stacked on a deadline are easy to see on a board and easy to miss in a list.

In practice

How drag and drop planning works in practice

  1. 01

    A plan is set up as a timeline, a Kanban board or a resourcing grid, depending on the question. Timelines answer when; boards answer what stage; grids answer who. Tasks are created with a duration and dropped into place; dependencies can be drawn between them so that moving one moves the chain. Resourcing views show each person's load as cards stack on their row, and most tools warn when a row is over capacity.

  2. 02

    In practice the board is updated in the weekly planning session and whenever something changes: a card is dragged to the new date, the dependent cards follow, and the team sees the new plan at once. The discipline is keeping it the single plan. A drag and drop board that disagrees with a spreadsheet somewhere is two plans, and two plans are no plan.

Watch out

What people get wrong about drag and drop planning

Mistaking movability for a plan. Being able to drag a shoot day to next week does not mean the crew is free next week; the board shows the change, it does not check it. The other mistake is dragging without dependencies. If moving the shoot does not move the edit and the delivery, the board is lying by omission, and the team finds out at the deadline.

People also let the board sprawl. Every subtask as its own card, every card with its own color, and the plan becomes a mosaic nobody reads. Keep the board at the level of decisions: shoot days, review dates, deliveries, who is on what.

Questions

People also ask

What is drag and drop planning?

Building and adjusting a project plan by moving tasks, dates and people around a visual timeline, board or grid with the mouse. Changes are immediate and their effects on the rest of the plan are visible as you make them.

Is drag and drop planning better than a Gantt chart?

Most drag and drop tools are Gantt charts you can touch. The chart shows the timeline and dependencies; drag and drop is how you edit it. The combination is better than either a static chart or a spreadsheet.

What should a drag and drop planning tool include?

Dependencies so moved tasks move their chains, a resourcing view that shows who is overbooked, and a timeline the whole team can see. Without dependencies and capacity warnings it is a pretty list.

Next to it in the glossary

  1. Design SprintsA design sprint is a structured, time-boxed process, usually five days, in which a small team defines a problem, sketches solutions, builds a realistic prototype and tests it with real users.
  2. Desktop TimerA desktop timer is a small application that sits on a computer and records working time against tasks or projects with a start and a stop.
  3. Digital Agency ERPA digital agency ERP is a system that manages a digital agency's projects, resourcing, time, billing and client work in one place, so operations and finance share the same numbers.
  4. Effective Resource ManagementEffective resource management is the practice of matching people, skills and time to the work in hand so that projects are delivered well without overloading the team.
  5. Effective Team CollaborationEffective team collaboration is the way a group of people with different skills works together on the same piece of work, sharing information, feedback and decisions without friction.
  6. Email NotificationsEmail notifications are automatic messages sent by a system to tell someone that something has happened: a task assigned, a comment left, a file approved, a deadline near.

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RIOT is a creative agency and production studio in New York. Strategy, brand, film, photography, design and the campaigns that carry them, made by one team. A few lines is enough to start: we read every brief the same day.

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