How to use Planner

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Planning a new project

Open the design table (Planner) and select the project. (If the project has not been created yet, click + New – Project to create it)

Add steps to the project by clicking the right mouse button anywhere in the grid and then selecting Add

You can name the phases in the editor and set dates and the responsible persons.

Adding an activity

To add activities, right-click on the grid to open the menu, then select Add

Select the type of activity on the left. Enter a name for the activity.

If you want to create several activities of the same type at once, click Add row to get more rows. Finally, click Create.

Note! Behind the Settings button, you can specify the fields that will be displayed when the activity is created, such as the person in charge, status and organization.

You can edit the activity in the editor on the right.

Note! The activity added on the Planner is unpublished, meaning it is only visible in the project planning table and in Gantt. The person in charge will not receive notifications of changes.

Publishing an activity

You can publish a single activity by pressing the Publish button in the editor.

Or you can publish several activities at a time by selecting the activities you want to publish and then opening the menu by right-click and then selecting Publish checked

Note! The person in charge of the activity receives a notification informing them of the new activity. When publishing an activity, you can write a comment to the recipient of the message.

The published activity will then also appear on the person’s My activities page.

The status of the publication is displayed in the Published column in the design table.

You can unpublish an activity from the editor menu button.

Moving an activity

You can move the location of activities on the design table by dragging with the mouse. If you drag on to another activity, it becomes that activity’s sub-activity.

You can move several activies at a time by selecting the activities and dragging with the mouse after that.

Table layout and the displayed view

You can add and remove columns displayed in the table from the Column Chooser button.

Import a new column from the Column Chooser box, drag the column heading to the desired location, or to hide a column, drag the heading in the table back to the Column Chooser box.

You can save layouts, including filters, by clicking Layout – Manage.

Use the Create function to save the new layout

Use the Update feature to update an existing layout

Use the Default function to select the default view for the project

Personal – The layout is visible only to you

Shared The layout is visible to all users on all projects

Project The layout is only visible for that project’s layout menu

Changing the status of an activity

To move the status of the activity to the next step, click the Advance button in the editor.

To report when the activity is complete, click the Finish button in the editor.

Using the Change tool on activities

You can also edit activities as a mass. Select the activities you want to change and right-click to open the menu and select Change checked.

Row selection mode – If a previously used mass change has been saved to the tool, you can select it from the Load script menu

Actions to take – Define the changes to be made.
Use the Add action button to add as many rows as there are values ​​to change. You can for example add (Set field value) or delete (Clear field value) values ​​from activities.

Execute and save – If necessary, save the mass change for later use by selecting the Save script. Click Execute to apply the changes you have made.

Project schedule - Gantt view

To view the project schedule in the Gantt view, click Open Gantt from the Menu.

Designing of a single phase

The Zoom in – Zoom Out feature allows you to delve into a specific phase.

Filter the view by right-clicking on the desired phase and then clicking Zoom in. Get back by clicking Zoom out.

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