With this view you can ✅:

• View all assigned Tasks in a weekly timeline layout
• Drag and drop Tasks to reschedule or change duration
• Hover over a Task to see details such as Project, Phase, Role, and Start/End Dates
• Right-click a Task to open the context menu and perform actions:
  • Open
  • Edit
  • Manage Contributors
  • Log Time
  • Manage Dependencies
  • Add Subtask
• Filter your view
  • by Resources and their attributes
  • by Project and/or Phase
• Zoom between Week, Month, and Quarter views for different time horizons

 

NOTE: By default, Task Planner shows only your own Resource and the Tasks you're an active Contributor on. Use the filter pane to bring other Resources into view, see Viewing and Filtering Resources below.

Accessing Task Planner

You can access Task Planner from the Task Planner Primary Tab in the Precursive navigation bar.
The Task Planner component can be embedded on the Home page or other internal pages if required.

Navigating in Task Planner

The Task Planner timeline includes controls to help you view and navigate Tasks efficiently:

1. Refresh the view to load the latest data
2. Zoom In / Out or switch between Week, Month, and Quarter views
3. Filter by Resources, Projects, and Phases
4. Return to Today to quickly refocus on the current week

Viewing and Filtering Resources

Task Planner isn't limited to your own assignments. Open the filter pane to bring other Resources into view and focus on the workload that matters to you.

Quick Filters

• My Tasks - view only your own assigned Project Tasks.
• My Team - view Project Tasks for Resources who report to you as Supervisor.
• My Projects - view Project Tasks for Projects or Phases you own.

Quick Filters apply immediately when selected. Other filters require clicking Apply once you've made your selections; use Cancel to discard changes before applying.

Resource filters

• Assigned / Unassigned / Both - choose whether to include Resources without current assignments alongside those with active Tasks.
• Role - show Resources holding one or more specific Roles.
• Team - show Resources belonging to one or more Teams.
• Region - show Resources based in one or more Regions.
• Supervisor - show Resources who report to a specific Supervisor.

Task filters

• Projects & Phases - show Tasks within one or more selected Projects or Phases.
• Project & Phase Owner - show Tasks on Projects or Phases owned by specific people.

Grouping

Group the Resources shown by Role, Project, Phase, Team, Supervisor, Participant Role, or Region (one grouping at a time).