Task planning
Overview of Task Planning
Task planning provides an overview of all Tasks and Milestones in a project and allows you to perform planning, Filtering and categorize them. It can be found in the project under "Planning."
- Creating a new task or milestone
- Go to the board for a specific date
- Overview of recently completed tasks, journal entries, and milestones
- Overview of Overdue Tasks and Journal Entries
- Overview of the Current Week
- Example of a milestone
- Switching between the daily and weekly views
- Dyeing of the categorized tasks and journal entries
- Search and Filter Tasks and journal entries
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Editing and Planning Tasks
Tasks can be scheduled, adjusted, and created directly in the task planning tool.
Adjusting the Due Date
Due dates can be entered manually via Opening the Task or dragged and dropped to the desired appointment. When using drag-and-drop in the weekly view, the due date is always set to the Friday of the selected week.
Creating Tasks
If a route has been driven for more than a week, a "+" icon appears, which can be used to create a task. You can also do this using the "Create" option. For more information on creating a task, see the following article: Creating Tasks.
Scheduling Tasks and Journal Entries for Target Dates
Both Tasks and Journal Entries can be scheduled to a target date when created or edited. The selected target date is then displayed as a label on the respective item. If an item is planned for a target date, the due date can no longer be changed by the responsible person. For more information on target dates, see the following article: Milestones.
In the "Assignment & Planning" section, clicking the due date opens the calendar.
There, you can use the "Select Target Date" option to choose an existing target date instead of a fixed date.
You can then search for and select the desired target date from the list.
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Coloring by Category Groups
By selecting a category group, tasks and journal entries on the board can be displayed in different colors based on their assigned categories. For a category group to appear in the selection, at least one category in the group must have a color assigned to it. Otherwise, the group will not appear in the selection. When a category group is selected, all categories it contains are displayed in the defined colors. Categories without an assigned color (white categories) remain uncolored. For more information on categories, see the following article: Project settings.
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Updated on: 10/07/2026