Purpose

Plan complex projects using a Gantt Chart format to visually see multiple tasks, milestones, due dates, and their dependencies.

Planner List

List of all active Planner records. This popover will display any Planner records that users create.

“+” icon

Create a new Planner record.

“≡” icon

Edit	Modify the name of the selected record.
Duplicate	Create a copy of the selected record.
Delete	Permanently delete the selected record.

Add	Create a new Task record or milestone.
Edit	Edit the selected Task.
Delete	Delete the selected Task.
Expand all	Displays all the dependencies for the selected Task.
Collapse all	Hides all the dependencies for the selected Task.
Excel export	Generate an Excel export of the selected Planner data.
Pdf export	Generate an PDF export of the selected Planner data.
Zoom in	Decrease the number of days displayed.
Zoom out	Increase the number of days displayed.
Zoom to fit	Automatically adjust the number of days based on the entire Task duration.
Search	Perform a text search for this Planner record.