Plan a project with phases and a Gantt chart

The Plan tab gives a project phases with dates, draws them as a Gantt chart, and forecasts when you will really finish. It is part of Pro; on Free the tab explains what it does and how to upgrade.

Build a plan#Link to “Build a plan”

1. 1Open the project’s Plan tab and find “Plan this project”.
2. 2Choose a “Plan shape” — one of “Your templates” or one of the “Starter shapes” — and a start date, then “Build the plan”.
3. 3Or use “Or build your own”: up to six phases, each with a name and a length in days, then “Build custom plan”.

The starter shapes are Client engagement (5 phases, 26 days), Brand / identity (5 phases, 38 days), Website build (6 phases, 55 days), Content / video (5 phases, 34 days), and Simple three-phase (3 phases, 21 days).

Work the plan#Link to “Work the plan”

• Each phase has “Mark as done”, a progress slider, and a status: not started, in progress, blocked (“Mark blocked”), or done. Setting progress to 100% marks the phase done.
• Drag the ends of a bar on the Gantt chart to change a phase’s dates.
• “Shift the whole plan” moves every unfinished phase by the same number of days.
• Add, reorder, and delete phases as the job changes.

Save your own templates#Link to “Save your own templates”

“Save as template” keeps a plan’s phases for the next project. A workspace can keep up to 20 templates of up to 12 phases each. Saving under a name you already use replaces that template.

Read the forecast#Link to “Read the forecast”

“Estimated completion” shows the planned end date until the project has been running for a few days and has some progress. After that it projects a finish from your actual pace and sets it beside the plan’s end and the client’s deadline. Health reads On track, At risk, Late, or Delivered.