Print the Planning Board

Customize the planning board on the Work Plan page, and then send it to a printer or create a PDF. On the planning board, configure options such as planning period, task filtering, quick filters, and formatting. You can also open a task plan with swimlanes on the planning board. These planning board settings and options affect the display of tasks in your print layout. In the print settings, configure page formatting, date ranges, and display options. Enable headers and footers to include links, images, color legends, and fields variables.

Note: To display colors and ensure that your Gantt charts print correctly, enable the background graphics and colors options in your browser's print settings.

To print the planning board on the Work Plan page:

  1. In the object selector, select a project.
  2. In the sidebar, hover over Tasks, and select Work Plan.
  3. Configure the page view according to your needs, including filtering and formatting.
  4. In the Show list, select Day to display tasks by individual days. Select a Weeks option to display between one and six weeks on the planning board. The number of displayed weeks may be constrained by the current planning period.

    Note: With Day selected, you cannot edit week options in the print settings.

  5. Select Print to open the Print Planning Board panel.
  6. In the Settings panel, configure the following options:
    1. Page:
      • Paper Size: Select a standard paper size or enter custom print dimensions.
      • Orientation: Select a Landscape or Portrait page orientation.
      • Margins: select the length of the top, left, right, and bottom margins of the layout.

        Note: You can also click and drag the borders in the print preview to adjust each margin.

      • Show Watermark: Select this option, and then enter text to appear as a watermark on each page.
      • Pages: Print all pages or a specific range of pages.
    2. Date Range:
      • Select Selected Weeks to print the weeks currently displayed on the planning board. The number of weeks displayed is controlled by the Planning Period and Show list settings.
      • Select Custom Week Range (up to 1 year) to choose a custom time span, from the start of one week to the end of another week. The number of available weeks may be constrained by the current planning period.
    3. Options:
      • Weeks Per Page: Choose to print up to six weeks per page. The limit is determined by the number of weeks you selected in the Show list and the current Planning Period.
      • Font Size: Modify the size of the text in the main content area of the print preview.
      • Show Task Icons: Select this option to display icons on task cards.
      • Wrap Text on Tasks: Select this option to wrap long task names to the next line of a task card.
      • Page Break on Activities: Select this option to start a new page for each activity on the planning board.

        Note: To use this option, Tasks and Activities must be selected on the planning board.

  7. To modify the print header or footer settings, hover over the print preview, and select Edit Header or Edit Footer.
  8. In edit mode, use the floating toolbar to configure the following header and footer options:
    • With text selected, apply bold, italics, or underline formatting, and change the size and color of the text.
    • Alignment: Align each line of text to the left, center, or right side of a section.
    • Insert Link: Add link text and a URL. Choose to open the link in a new browser tab or window, or open the link in the current browser tab.
    • Color Legend: Add a color legend to the selected section of the header or footer.
    • Add Image: Insert the company logo, the image for the current project, or the image for the current workspace.
    • Add Revision Box: Add a revision box to the selected section. Text can be entered in edit mode or after printing.
    • Add Field: Add field variables to the selected section.

      Note: Field variable text that is only partially formatted may not display properly. Ensure the entire variable is formatted correctly.

    • Toggle Dividers: Toggle the display of section divider lines in the printout.
    • Sections: Display up to three separate sections in the header or footer.
  9. In the Settings panel, configure separate options to show the header and footer on all pages, only the first page, or only the last page of the print layout.
  10. Select Return to Preview to exit the edit mode.
  11. In the thumbnail selector, select individual page thumbnails to review the order, number, and appearance of the pages in the print layout. Continue to modify print settings according to your needs.
  12. When you are finished, select Print to print the layout to a PDF file. You can then view the layout or print it to a physical format.

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Last Published Tuesday, May 21, 2024