Work Plan Overview

Use the Work Plan page to sequence and progress tasks on a virtual planning board in daily or weekly intervals. Unplanned tasks are displayed in a hopper, an area of the Work Plan page where tasks can be edited, deleted, or grouped according to their assigned activity, WBS, activity code, task code, or company. Dragging a task from the hopper to the planning board creates a due date on the task. Companies may commit to perform work on a task by a due date, marking it as completed when the work has been performed. Tasks can also be placed into future period planning buckets if they are not ready to be performed.

Create or open a task plan on the planning board that arranges task cards by specified swimlane categories that are most significant to your project team.

By default, this page displays a planning period of six weeks (one week before the current week and four weeks after the current week). Tasks outside the planning period may not be visible. You can edit the current planning period settings by selecting  Planning Period on the page toolbar. You can also edit the planning period and other settings in the Manage Views panel. See Configure and Apply Filtering for more information.

To learn more about the concepts used on this page, see Understanding Tasks App Concepts.

Note: Certain page view settings are not maintained when the page is refreshed using the Safari browser.

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