After signing up, you'll see the Dashboard where you can find all your projects and shared objects. To create your first project click on
+ New project to open the Project Wizard.
Follow the instructions by naming your project, describing it and setting its start and end date. In the following steps you can decide if you'd like to start from scratch or to take advantage of one of our templates. Also, you can choose to upload an existing CSV or Excel file of yours to begin with. If you do so, just make sure that you consider these guidelines.
But for the purpose of this tutorial let's just start from scratch.
After hitting Save project you will be lead into the scheduler. Here is where the magic happens.
Note: If you are uncomfortable with the User Interface of the scheduler feel free to visit our tutorial to get familiar with all the fields and buttons.
Create tasks and other objects
In the tree view on your left side you can see your planning objects. Right now it's the project you've created in the Project Wizard. Hover your mouse over it and click on the -button to create a new planning object - quick and easy. You can organize your objects as a flat list or structure your plan with hierarchical summary tasks.
Often projects have different phases or stages. So let's start naming the first one.
Maybe you've already noticed that the button to create a new planning object changed below the project itself. That's because they differ in functionality.
The one you've clicked at the beginning () creates an object that gets nested in the selected planning object. You will find them on summary tasks and project objects.
The other one () creates an object on the same level like the selected one, so it does not get nested.
For more information click here
Let's fill the first phase with some tasks. To do so take advantage of multi selection and our convenient drag and drop feature to nest objects into each other. For drag and drop it is important to drag an object on the left side of its line. This is how you create summary tasks or simply change the order of your tasks.
To create a milestone click on a tasks symbol on its left side to change it into a milestone.
Get an overview of the different planning objects here
Links and dependencies
Of course many tasks depend on other tasks. These dependencies you can depict by creating links.
The interface view shows the direct dependencies of a task. Open it by selecting
Open interface view in the submenu (
···-button) on the right side of that task's row. Incoming links are shown on the left side and outgoing links are shown on the right. To delete a dependency, hover over a task and click on the red remove-icon
By finishing the plain time schedule of a project it is time to begin with the details of your plan.
For example, let's attach a note to a task so a colleague reading this will get more information to solve that task. Therefore, find our Inspector View to show more options and details. Click on the
i symbol on the right side of a row to access it.
The easiest way to collaborate with others is to create a team for a task in the permissions section of the Inspector. Input the name of your new team, choose a role with rights and share the invitation link with people you would like to work with. When they join the team they can access shared objects on the team page. This is an overview of the different permissions:
|Reader||A reader can see the properties of a task, but not edit them. She cannot see its permissions.|
An editor can change, add, and delete tasks. She can read permissions, but can't edit them.
A manager has free access and can edit everything. She can edit permissions and place new ones.
Labels and filters
Now let's have a look on labels and filters. You can create colored labels to attach them to your tasks which will help create different views of your project. Let's say that the summary tasks Design, Build and Test are billable. In order to get a view on all billable tasks you should add a label to filter for it.
Note: First, you should create labels on your team page. See here for more information
Last but certainly not least you can undo changes by pressing the
undo icon in the top bar or use the keyboard shortcut Ctrl+Z (Cmd+Z on Mac) and your mishap is a thing of the past!