Planning in a project

In this guide you plan the work inside a project: tasks on a timeline and the workers' calendar.

1. Planning

1. In the menu, click Projects.
2. Open the project.
3. Click Planning. Here are this project's tasks and the workers' calendar.
4. At the top is the task timeline. There are no tasks yet.

2. Project tasks

1. Click + New task to add a task to this project.
2. Enter the task title, e.g. what needs to be done on the project.
3. Click Save. The task goes onto the timeline and into the list below.
4. Below the timeline is the list: what, when, who and status. From there you edit or mark as done.

3. Workers' calendar

1. Scroll down to the workers' calendar. There you see who is free on which day.
2. Day, Week and Month change the view. The week view is the team overview.
3. You schedule appointments with + New event, just like in the work planner.
4. Absences are workers' days off. Resources is equipment you book for the project.
5. Done. Tasks at the top, calendar below. Everything stays on this project.

Summary

Projects → project → Planning → + New Task → workers' calendar

What's next

Next guide: Handover record.