If a document has ended up in the wrong stage or area, or you want to reorganise your planning, here's how to move it.

Press and hold the document card, drag it across to the stage you want, and drop it there.

You have two options:

Option 1 — Drag and drop
Press and hold the document card and drag it to the column or row you want to move it to.

Option 2 — Use the options menu
Tap the three dots on the document card and select Change column or Change row to move it to a different area.

If a plan applies to more than one area or day, you don't need to duplicate it. Tap the three dots on the document card and select Show across cells — the document will appear in multiple areas at once without creating separate copies.