Schedule plan

In this guide you create a schedule for a project: the phases of the work by date, with status, milestones, the responsible worker and the order of phases.

1. List of schedules

1. In the menu, click Calendar.
2. Click Schedule.
3. A schedule plan lays out the phases of the work by date, e.g. for one project. All plans are here.
4. At the top you filter by project, search by name and choose cards or table. Below are plans in progress, planned, late and completed.

2. New schedule

1. Click + New plan.
2. Enter the plan name.
3. Choose the project. A plan can also exist without a project, and one project can have several plans.
4. There is also Create from template. In this example we add the phases manually.
5. Click Create plan.
6. The plan is created.
7. At the top are status, progress, start, end, number of phases and working days. The plan has no phases yet.

3. First phase

1. Click + Phase.
2. Enter the phase name.
3. Choose the start and the end. Working days are calculated automatically. You can split a phase into several periods.
4. The status is Planned. When the work starts, choose In progress.
5. Milestone marks an important date, e.g. handover to the client.
6. Click Show more options and choose the responsible worker.
7. Click Save.

4. Second phase and view

1. Add a second phase the same way. Under Previous phases choose the phase that must be finished before it.
2. The phases are on the timeline. Day, Week and Month change the view, and PDF creates the plan for printing or sending.
3. Done. The plan is on the Schedule list and linked to the project.

Summary

Calendar → Schedule → + New Schedule → name and project → + Phase → start, end, status → Save

What's next

Next guide: Tasks.