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Add, Edit, or Move a Swim Lane

Use Swim lanes to highlight physical areas or disciplines of work in plans.

Written by Corrine Shuler

Swim lanes help visually organize your plan by grouping tickets based on location, area, trade, discipline, or other categories of work. You can add new swim lanes, adjust their height, change their order, and move them along with their tickets.

Add a Swim Lane

  1. From your plan, select Plan Actions in the upper-right corner.

  2. Select Add Swim Lane.

  3. Enter a name for the swim lane.

  4. Select the color square to the right of the name to choose a color.

  5. Select Done.

Add a Swim Lane Above an Existing Swim Lane

By default, a new swim lane is added to the bottom of the plan. To place it above an existing swim lane:

  1. Select the three dots next to the existing swim lane name.

  2. Select Add Swim Lane Above.

  3. Enter the swim lane name and choose a color.

  4. Select Done.

Adjust the Vertical Height of a Swim Lane

  1. Select the three dots next to the swim lane name.

  2. Select Edit.

  3. Click and drag the gray bars in the middle of the swim lane to adjust its height.

  4. Select Done when finished.

Move a Swim Lane

Option 1: Move Up or Down

To move a swim lane one position at a time:

  1. Select the three dots next to the swim lane name.

  2. Select Move Up or Move Down.

Option 2: Drag and Drop a Swim Lane

To move a swim lane to a specific position in the plan:

  1. Select the three dots next to the swim lane name.

  2. Select Edit.

  3. Make sure Lock Tickets is checked.

  4. Click and hold in a blank area of the swim lane.

  5. Drag the swim lane to its new position.

  6. Select Done.

Best Practices

  1. Use Magnetic Edges when resizing swim lanes to help keep adjacent lanes together.

  2. New swim lanes are added to the bottom of the plan unless you choose Add Swim Lane Above.

  3. Use swim lanes to organize work by location, trade, discipline, or area.

  4. When dragging a swim lane to a new position, make sure Lock Tickets is enabled if you want the tickets to move with it.

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