Click on the project's name on the projects dashboard to open the network editor

That should open a blank network editor canvas with a floating menu. Familiarize yourself with the menu options above.

Add a task

There are three ways you can add new tasks to the project;

Click on the task icon on the menu and click anywhere on the page to add a new task at that location.

Drag the task icon from the menu to anywhere on the page; the third way is covered in the next step.

Each task has a number of information fields, the basic need for any task is to add a brief description of the task and the duration of the task (think of this duration of the best case duration).

Add additional tasks

The third way to add tasks .

Click on a task and click on the task icon on the bottom right to add a successor task to the current selected task.

Add a few additional tasks and try few different types of durations for these tasks; standard duration nomenclature works in all duration fields.

'd', 'day', 'days' - number of days (Treated as business days).

'w', 'week', 'weeks' , 'wks' - number of weeks (we use 5 days per week for our calculations).

'm', 'mon', 'month', 'months' - number of months (we use 20 business days per month for our calculations).

Calendar days feature is coming soon and will use the 'c' designator such as '5cd' to span 5 continuous days including weekends.

Do make use of the zoom levels or spacing tools to ensure the tasks are organized properly.

Setup Relationships between tasks

To establish a relationship between tasks you can use the "connect tool". There are two ways to use the connect tool.

Use the menu bar: Click on the connect tool on the menu bar, then click on the parent task and then the successor task to establish the relationship between the tasks.

Use the icon on the bottom right of a task: Clicking on any task brings up the shortcut icons, click on the connect icon and click on any other task; this will set this up the current task as the parent and the task that was clicked as its successor.

When you establish a predecessor and successor relationship between tasks, note how the related [ "<<" and ">>" ] section on the task box updates automatically to list the related tasks. Add a few more tasks and create a few more relations.

Sync/Update the project

When you have created the project schedule/network, click on the update button; this will run various algorithms to calculate the projected start/end dates for all your tasks, calculate appropriate buffers for your project and refresh the page to provide you the latest insights.

The algorithms will use the project start date as the initial date from which all the remaining timings are established. Once the page refreshes, you'll see certain tasks where the duration and date are colored in Red. These are the critical path tasks for your project.

If you have configured resources in your project, this button will perform the critical chain algorithms and optimize the resource utilization and availability for the fastest project completion.

Try some filters

We offer 4 filters to quickly review critical tasks, dependencies, sequences, blockers.

Critical filter : Click on this to review critical tasks (the critical path or if resources are modelled, the critical chain).

Neighbors: For any task, this filter shows the predecessor and successor tasks. (use this filter to plan upcoming activities, sprints etc. or to review immediate parent task for prioritization).

Forward filter : The sequence of tasks that follow this specific task (use this filter to see all activities that are currently 'blocked' until a specific task is complete).

Backward filter : The sequence of tasks that precede this specific task (use this filter to understand all tasks that need to be complete before a task can start, or to review a interim milestone).

Add resources

The basic task information is present in the top box, double clicking on a task brings up the additional details box where you find extra information about the task. This is where we enter the resource needs, worst case / most likely durations or capture any daily notes regarding a task. To add a resource to a task, just click on the resource section and type in the resource name. (If you want to use resource availability to modify and optimize your schedule, ensure that the resources are listed on the resources page for your project. See the critical chain tutorial for more information).

Once the project is updated/synced, you can review the resource utilization by clicking on the resources button on the menu. This page lets you visualize how your resources are being used. Please see the Resources tutorial for a more in-depth review of this feature.

Setup the gantt charts

Setting up Gantt charts is simple, to view a task on the Gantt chart, simply select the checkbox in the bottom right of the second box as shown. To add a swimlane, just add the swimlane name in the box to the left (this example shows "Team A")

The menu bar section describes the other features available (search, saving pictures etc.); do check out our other tutorials for a more in-depth overview of some of our features.