Plan

A customer asks “when will it be done”, and the answer is spread across forty tasks with dates on them. The Plan view draws every dated task of a board on one timeline, so you can see the order of the work, where it overlaps, what has slipped and what the end date depends on. It is the view to print, present or share when someone wants the schedule rather than the list.

The Plan view can group the timeline by phase, owner, tag or project, and zoom from days to quarters. It can overlay what moved since the dates were first set, where each task is forecast to land and which chain of dependencies decides the end. You can drag bars to re-date work, and build a plan from the dependencies already on the board. It prints, exports to Excel and PNG, and presents full screen. A customer can be given a read-only version of it.

The full chapter, with every step and setting, is in the app: open your account menu and select User manual.