Content → Plans
Plans are simple ToDo lists. They are particularly well-suited to plan medium and long-term endeavours. A plan can consist of a number of individual activities with which completion dates are associated.
You could use the functionality to:
Overview page of Plans
Create a new plan
Click the New plan button on the Plans overview page.
Title: Give your plan a title. This field is mandatory.
Description: Give your plan a description. It is visible when you select a plan for inclusion into a portfolio page.
Tags: Add tags to your plan for easier searching later on. Separate each tag with a comma. You may also choose tags from the ones that you have created previously by clicking on Show my tags and then clicking on the tags you want to use.
License: You see this field if the site administrator turned on license metadata. Choose the license for the plan. You can set your default license in your account settings.
Advanced licensing: You see this option if the site administrator turned on license metadata. If you click it, you see two additional license fields, “Licensor” and “Original URL”, that you can fill in if this in not your own plan.
Note
At the moment, you cannot display that license information on a portfolio page, but it is stored for future use when the functionality is expanded.
Click the Save plan button to keep your new plan.
Now you can add individual tasks to your plan.
There are several ways to add a task to a plan:
Once you are in the New task screen, you can create your new task.
Add a new task to a plan
Title: Enter a title for your task. This field is mandatory.
Completion date: Provide a completion date. Either choose the date via the calendar icon or enter it in the format YYYY/MM/DD (Year - 4 digits / Month - 2 digits / Date - 2 digits), e.g. 2012/06/27. This field is mandatory and allows for tasks to be marked overdue automatically.
Description: Provide more detailed information about the task.
Tags: Add tags to your task for easier searching later on. Separate each tag with a comma. You may also choose tags from the ones that you have created previously by clicking on Show my tags and then clicking on the tags you want to use.
Completed: Tick this check box if you have already completed the task.
License: You see this field if the site administrator turned on license metadata. Choose the license for the plan’s task. You can set your default license in your account settings.
Advanced licensing: You see this option if the site administrator turned on license metadata. If you click it, you see two additional license fields, “Licensor” and “Original URL”, that you can fill in if this in not your own plan’s tasks.
Note
At the moment, you cannot display that license information on a portfolio page, but it is stored for future use when the functionality is expanded.
Click the Save task button to finish editing your task.
Add more tasks immediately or at a later point.
You can view the tasks of the plan in two different ways if you are the author of the plan:
Plans under Content
Plan on a portfolio page