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Planner

Planner module presents the tasks schedule of all team members added to your Workspace. Here you'll find the table with the list of all users and a timeline with information about tasks assigned directly to each user.

If you don't have access to a certain project, "No access" will appear instead of a task name.


here you can choose between such views of users' timelines:

  • Week
  • 2 Weeks
  • Month
  • 3 Months
  • Half Year


On the top part of a Timeline, you can find arrows that allow to navigate within the calendar. The Today button will allow you to quickly get back to the present week or month.


You can filter the view by status, project, assignee or job title.

 

If you hover a mouse on a specific task a small preview with the task's details will appear. But if you click twice on the specific task line a full task view will be opened.


To create a new task you can simply click on any cell and fill in task details.


Planner module also provides an option to use a drag&drop method to change task timeframes. Click on the center of the task to activate the method, then drag it and drop on the target date on the timeline.


To change only a start or due date, click on the center of the task to activate the method, then drag one of the task edges to change the start or due date.