{"id":3488,"date":"2021-04-12T14:10:53","date_gmt":"2021-04-12T12:10:53","guid":{"rendered":"https:\/\/taskcontrol.cz\/docs\/en-docs-taskcontrol\/plans\/creating-a-plan\/"},"modified":"2024-09-16T14:05:16","modified_gmt":"2024-09-16T12:05:16","slug":"creating-a-plan","status":"publish","type":"docs","link":"https:\/\/www.taskcontrol.cz\/en\/docs\/en-docs-taskcontrol\/plans\/creating-a-plan\/","title":{"rendered":"Creating a Plan"},"content":{"rendered":"<p>A new plan is created from main view of Current Plans.<\/p>\n<h2>Plan Creation Dialog<\/h2>\n<p>Use +New Plan button at top right corner:<br \/>\n<img loading=\"lazy\" class=\"alignnone wp-image-3529\" style=\"color: #333333; font-style: normal; font-weight: 300;\" src=\"https:\/\/taskcontrol.cz\/wp-content\/uploads\/2021\/04\/taskcontrol-plan-new-plan-button.jpg\" alt=\"\" width=\"124\" height=\"40\" \/><br \/>\nto get following dialog:<br \/>\n<img loading=\"lazy\" class=\"alignnone wp-image-3528 \" style=\"color: #333333; font-style: normal; font-weight: 300;\" src=\"https:\/\/taskcontrol.cz\/wp-content\/uploads\/2021\/04\/taskcontrol-plan-new-plan-dialog-657x1024.jpg\" alt=\"\" width=\"367\" height=\"566\" \/><br \/>\nwith following fields:<\/p>\n<ul>\n<li>Name &#8211; Use a concise name like &#8220;Building house A&#8221; that characterizes the plan<\/li>\n<li>Source Template &#8211; you can start with empty plan or fill it with tasks from existing <a href=\"https:\/\/taskcontrol.cz\/docs\/en-docs-taskcontrol\/templates\/\">Template<\/a><\/li>\n<li>Category &#8211; you are requested to choose any from your <a href=\"https:\/\/taskcontrol.cz\/docs\/en-docs-taskcontrol\/getting-started\/categories\/\">Categories<\/a> list<\/li>\n<li>Expected Duration &#8211; you can optionally estimate plan execution timeframe or leave TaskControl for later calculation<\/li>\n<li>Planned Start &#8211; type or pick a start date and time of plan execution:<br \/>\n<img loading=\"lazy\" class=\"alignnone  wp-image-3527\" style=\"color: #333333; font-style: normal; font-weight: 300; margin-top: 0.4em;\" src=\"https:\/\/taskcontrol.cz\/wp-content\/uploads\/2021\/04\/taskcontrol-plan-timepicker-300x224.jpg\" alt=\"\" width=\"319\" height=\"241\" \/><\/li>\n<li>Managed By &#8211; current user in Manager role is picked by default but you can handover the plan to somebody else<\/li>\n<li>Allow Editing &#8211; if checked, adding, editing and deletion of tasks and taskgroups will be enabled after the plan is Started which is a usual approach to long term projects<\/li>\n<li>Auto Start &#8211; if checked, a published plan will change <a href=\"https:\/\/taskcontrol.cz\/docs\/en-docs-taskcontrol\/plans\/plan-statuses\/\">status<\/a> from Planned to Started without plan manager interaction at given Planned Start<\/li>\n<li>Shared for All &#8211; if checked, the plan will be accessible to all users defined in TaskControl; otherwise plan after being <a href=\"https:\/\/taskcontrol.cz\/docs\/en-docs-taskcontrol\/plans\/plan-publishing\/\">published <\/a>will only be accessible to Executors present in the plan<\/li>\n<\/ul>\n<h2>Start of plan editing<\/h2>\n<p>After pressing Create button user will get directly to the new plan editing view.<\/p>\n<p>On top, there is a header of the plan with basic information:<br \/>\n<img loading=\"lazy\" class=\"alignnone wp-image-3526 size-large\" style=\"color: #333333; font-style: normal; font-weight: 300;\" src=\"https:\/\/taskcontrol.cz\/wp-content\/uploads\/2021\/04\/taskcontrol-plan-header-1024x93.jpg\" alt=\"\" width=\"1024\" height=\"93\" srcset=\"https:\/\/www.taskcontrol.cz\/wp-content\/uploads\/2021\/04\/taskcontrol-plan-header-1024x93.jpg 1024w, https:\/\/www.taskcontrol.cz\/wp-content\/uploads\/2021\/04\/taskcontrol-plan-header-300x27.jpg 300w, https:\/\/www.taskcontrol.cz\/wp-content\/uploads\/2021\/04\/taskcontrol-plan-header-768x70.jpg 768w, https:\/\/www.taskcontrol.cz\/wp-content\/uploads\/2021\/04\/taskcontrol-plan-header-1536x140.jpg 1536w, https:\/\/www.taskcontrol.cz\/wp-content\/uploads\/2021\/04\/taskcontrol-plan-header-2048x187.jpg 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<p>The bottom of the screen will be used for <a href=\"https:\/\/taskcontrol.cz\/docs\/en-docs-taskcontrol\/tasks\/\">tasks<\/a> and <a href=\"https:\/\/taskcontrol.cz\/docs\/en-docs-taskcontrol\/tasks\/task-groups\/\">taskgroups<\/a>.<\/p>\n<h2>Creating new Tasks<\/h2>\n<p>It is possible to create <a href=\"https:\/\/taskcontrol.cz\/docs\/en-docs-taskcontrol\/tasks\/creating-a-task\/\">new Tasks<\/a> as described in detailed section.<\/p>\n<h2>Inserting new Tasks and TaskGroups<\/h2>\n<p>Inside the plan, it is convenient to insert at a given position the Task or TaskGroup via + button from the controls on the right side of existing tasks:<br \/>\n<img loading=\"lazy\" class=\"alignnone wp-image-3532\" src=\"https:\/\/taskcontrol.cz\/wp-content\/uploads\/2021\/04\/taskcontrol-plan-insert-controls-300x163.jpg\" alt=\"\" width=\"182\" height=\"102\" \/><br \/>\nTasks can be inserted inside a TaskGroup, before, after an existing Task or TaskGroup.<\/p>\n<p>Arrows allow to change position of the Task inside its TaskGroup. Change of TaskGroup to a different one or root of the plan must be done in Task properties in field Parent Task Group.<\/p>\n","protected":false},"featured_media":0,"parent":3008,"menu_order":3,"comment_status":"open","ping_status":"closed","template":"","doc_tag":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v19.12 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\r\n<title>Creating a Plan | TaskControl<\/title>\r\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\r\n<link rel=\"canonical\" href=\"https:\/\/taskcontrol.cz\/docs\/en-docs-taskcontrol\/plans\/creating-a-plan\/\" \/>\r\n<meta property=\"og:locale\" content=\"en_US\" \/>\r\n<meta property=\"og:locale:alternate\" content=\"cs_CZ\" \/>\r\n<meta property=\"og:type\" content=\"article\" \/>\r\n<meta property=\"og:title\" content=\"Creating a Plan | TaskControl\" \/>\r\n<meta property=\"og:description\" content=\"A new plan is created from main view of Current Plans. 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