Switch between Planner, Projects, and Backlog View
Articles on: Planner
Above the Projects menu, you will see two new views: Projects and Planner. Your currently selected workspace's name will appear above these two menu items.
Choose whichever view works best for your work day!
With Planner view, you'll be able to manage your upcoming week by adding, editing, and assigning tasks via a kanban board layout.
To add a task to the Board, click on any of the "Add Task" buttons located under the corresponding dates on the Board.
Note: Adding a task this way will assign the task that specific date. Feel free to drag and drop your tasks between days on the Planner view as you see fit.
If you'd like to add a task without a date assigned, try using our Backlog function.
As a note, your task will highlight to match the color of the assigned project - this makes it easier to view which task you are currently editing.
With the Planner view, you will be able to create and edit tags in the left side menu. In the center, you can add tasks quickly and drag them across the days as you plan out your week. On the left side menu you can click on the pencil icon to open your backlog task menu, click on the Calendar to see your current daily calendar, and check your notes.
When in Calendar View, timeblocking becomes incredibly easy!
Add tasks to your backlog task list on the right, then drag your tasks into the calendar on the day you'd like to complete that task. Feel free to move each task between days just as before, or adjust the duration and time in case anything comes up during the day. This is a wonderful way to really visualize your work week and find pockets of time in your days.
Note: Choose which Calendars you'd like to display by clicking on the Calendar icon next to Today, and checking/unchecking your connected Calendars.
With your Projects view, you will be able to easily see all of your added Projects in one simple dashboard. Click on any of the Projects to open and view your current tasks, make adjustments to the timeline, update Project status, and more!
To add a project, simply click on "+ new project" at the very top of the page, and enter your Project information. Select a color to categorize it, add a name, and click Create.
Switch between Planner and Projects view
Above the Projects menu, you will see two new views: Projects and Planner. Your currently selected workspace's name will appear above these two menu items.
Choose whichever view works best for your work day!
Planner View
With Planner view, you'll be able to manage your upcoming week by adding, editing, and assigning tasks via a kanban board layout.
To add a task to the Board, click on any of the "Add Task" buttons located under the corresponding dates on the Board.
Note: Adding a task this way will assign the task that specific date. Feel free to drag and drop your tasks between days on the Planner view as you see fit.
Backlog Menu
If you'd like to add a task without a date assigned, try using our Backlog function.
As a note, your task will highlight to match the color of the assigned project - this makes it easier to view which task you are currently editing.
With the Planner view, you will be able to create and edit tags in the left side menu. In the center, you can add tasks quickly and drag them across the days as you plan out your week. On the left side menu you can click on the pencil icon to open your backlog task menu, click on the Calendar to see your current daily calendar, and check your notes.
Calendar View
When in Calendar View, timeblocking becomes incredibly easy!
Add tasks to your backlog task list on the right, then drag your tasks into the calendar on the day you'd like to complete that task. Feel free to move each task between days just as before, or adjust the duration and time in case anything comes up during the day. This is a wonderful way to really visualize your work week and find pockets of time in your days.
Note: Choose which Calendars you'd like to display by clicking on the Calendar icon next to Today, and checking/unchecking your connected Calendars.
Projects View
With your Projects view, you will be able to easily see all of your added Projects in one simple dashboard. Click on any of the Projects to open and view your current tasks, make adjustments to the timeline, update Project status, and more!
To add a project, simply click on "+ new project" at the very top of the page, and enter your Project information. Select a color to categorize it, add a name, and click Create.
Updated on: 12/03/2024
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