Open a project and click the Schedule tab. A new schedule offers + Add your first task or Start from the example (a hospital addition you can change to fit).
Add and arrange tasks
- Click + Add task at the bottom, or right-click a task for Add task above/below, or right-click a phase for Add task to this phase.
- Press Tab in a task's name to indent it under the task above (that one becomes a phase); Shift+Tab brings it back out.
- Every task gets a permanent ID like SCH-014. It never changes, so links, Trackers and search use it.
- Double-click any task for all its settings: dates, Responsible person, progress, needs, notes, checklist and comments.
Dates and links
- Drag a bar to move it, or its ends to change the start or finish.
- Drag the dot after a bar onto another task to link them, so the second starts when the first finishes. Or type IDs in the Predecessors column: "4, 7" or "SCH-004+2d" for a 2-day lag.
- Click a link line to set its lag in days, or remove it.
- Moving a task moves the tasks linked after it.
- Type a Duration in days ("12") or weeks ("3w").
Progress and status
- Drag the round handle on a bar to set its progress, or select it and press ← →.
- The dot by each name shows its status: on track, at risk, late or not started.
- A task can follow a weighted checklist instead: open it and set Progress to Checklist.
The toolbar
- Customize picks, orders and adds columns (WBS, Planned Hours, Responsible, your own fields).
- Milestones shows every milestone in a strip under the dates.
- Zoom and the scale change how much time you see; Ctrl + scroll or pinch zooms too.
- Print makes a PDF; Excel downloads the whole schedule.
- Undo (Ctrl+Z) takes back the last change. Everything saves on its own.