Managing Plans and Tasks

Creating a project plan

With every new project you create you may want to consider a project plan with a list of tasks and milestones.

• Navigate to ‘Plans and Tasks’ and click ‘New…’ to add a Task or Milestone
• Enter the relevant information and click ‘Save’
• Add all the required tasks
• Assign the tasks as required using the ‘Assignee’ field

Using the Gantt view

• Click ‘View Gantt’ in the menu bar
• You will be presented with your tasks displayed as a Gantt view
• You can zoom in and out using the ‘Zooming’ level
• Hover over a task or milestone to link it to another task to create dependancies
• You can hover over a Task and drag the ‘% complete’ indicator to show how much of a Task has been completed
• Click and hold on a Task to drag it to change it’s position
• Click on the Start or End of a Task to adjust the start or end date
• Click on a task to display a popup in which you can edit the Task information

Want to learn more?