Workplan

The Workplan tab is an alternative to our Tasks tab. Using Workplan, you can set a heirarchical task list, assigning tasks to different members of your project. A user is able to set up Activities, and then assign tasks associated with those Activities, specifying the user to whom it's assigned to, a start/end dates, and the status. To use this area, you must setup Activities, and then create Tasks under each Activity. Just like in all other areas of ProjectSpaces, you can comment on the Activities/Tasks, and send email notifications about them, after adding/editing any content associated with them.



Add an Activity: To add an Activity click the "Add Activity" link, found just beneath the tabs for your project. Fill out the forms and click the "Submit Form" button at the bottom of the page.

Add a Task: Go into the Activity for which you wish the Task to be grouped under, and click the "Add Task" link found beneath the Activity's details in the middle of the page. Fill out the form and click the "Submit Form" button at the bottom of the page.

Edit an Activity/Task: Click the blue paper and pencil icon next to the activity/task's name. Make any changes, and click "Submit Form."

Close/Open an Activity/Task: Click the door icon next to the activity/task's name. Note that if you close you a task, on the Activity's detail page it is associated with, it appears slightly faded to indicate to users it has been closed.

Expanding an Activity list to see its associated Tasks: On the main Workplan page (i.e. when you first come to the Workplan section by clicking the tab), you can click the carrots just to the left of any activity to expand the task list for that activity. You can then click any of the tasks there to see their detail page.

Gantt Chart View: You can see your entire Activity list and each Activity's associated Tasks, by clicking the Gantt chart view link on the main Workplan page (i.e. when you first come to the Workplan section by clicking the tab). This link is found towards the top of the page, just beneath the tabs for your project, and also next to the links allowing you to see either the open, closed, or all (both open and closed) Activities.

Export to Word/Excel: You can click the icons for Word or Excel on the main Workplan page (i.e. when you first come to the Workplan section by clicking the tab), to export your Activities and their associated Tasks to Word/Excel.