Creating New Items

Plan an Item

When planning an Item, you can decide whether it should start on a specific date, start later, or have its start date be dependent on the start (or completion!) of another Item.

How do I plan an Item?

Open the Item you want to plan, then:

  • Select the Item's Status indicator.
  • In the resulting drop-down menu, select Plan.
  • In the resulting window, you have the option of entering a reason for planning this Item.
  • Then select either:
    • Decide Later, if you don’t want to enter the start date at this time. You can update the Item with a start date later, or manually activate it when the time comes
    • Specific Date, if you already know when it should begin and who should be involved.
    • Dependent On, if you want this Item to be activated automatically upon another Item's start/completion.

If you pick...

Decide Later

  • You have the option of entering the name of the Responsible Person in the “Responsible” Field and the due date in the “Due Date” Field.
    • If you choose a Responsible Person, you must enter a due date, and you may update the rest of the Team in the corresponding field.
  • Select Plan.
  • This Item will either need to be given a start date at a later time or be manually activated at the desired time.

Specific Date

  • Enter the date on which the Item should activate in the "Start Date" Field.
  • Enter the date on which the Item should be due in the "Due Date" Field.
  • Enter the name of the Responsible Person in the "Responsible" Field.
  • Select Plan.
  • This Item will automatically be activated on the set start date.


Dependent On

  • If you want this item to activate based on the start date of another item, select “Start Of.”
  • If you want this item to activate based on the completion date of another item, select “Completion Of.”
  • Select the Item(s) on which this Item should be dependent in the “Choose the item(s) this is dependent on…” Field.
  • If you want this Item to activate a certain number of days before the start/completion date of the selected Otem, enter that number in the “# of Days” Field and select “Before.”
  • If you want this Item to activate a certain number of days after the start/completion date of the selected item, enter that number in the “# of Days” field and select “After.”
  • If you want this Item to activate immediately upon the start/completion date of the selected Item, set the “# of Days” Field to 0.
  • Enter the number of days it should take to be completed in the “Days to Complete” Field. This will be used to calculate the Item's due date.
  • Select Plan.
  • You can see a list of every Item that your Item is dependent on (as well as a list of every Item that is dependent on your Item) on your Item's work panel.

Two Line OfieNOTE: Reopening one of the Items that your Item depends on after it has been activated will not revert this Item into the Planned status.