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.