.. include:: /shortcuts.rstext .. index:: single: Content; Plans .. _plans: Plans ------ *Content → Plans* Plans are simple ToDo lists. They are particularly well-suited to plan medium and long-term endeavours. A plan can consist of a number of individual activities with which completion dates are associated. .. figure:: /images/plans.* :alt: Overview page of "Plans" Overview page of *Plans* #. Click the *New plan* button to create a new plan. #. Your existing plans and their descriptions are displayed. #. Click the *Edit* button |edit| to change the title, description (and |new in Mahara 1.7| license) of your plan. #. Click the *Manage* button |manage| to add and edit tasks for your plan. #. Click the *Delete* button |delete| to delete your plan. .. note:: At the moment, you cannot display that license information on a portfolio page, but it is stored for future use when the functionality is expanded. .. index:: single: Plan; New plan single: New in Mahara 1.7; License metadata: Add license information to a plan Create a new plan ~~~~~~~~~~~~~~~~~~~ .. figure:: /images/plan_new.* :alt: Create a new plan Create a new plan #. Click the *New plan* button on the *Plans* overview page. #. **Title**: Give your plan a title. This field is mandatory. #. **Description**: Give your plan a description. It is visible when you select a plan for inclusion into a portfolio page. #. |new in Mahara 1.7| **License**: You see this field if the site administrator turned on :ref:`license metadata `. Choose the license for the plan. You can set your default license in your :ref:`account settings `. #. |new in Mahara 1.7| **Advanced licensing**: You see this option if the site administrator turned on :ref:`license metadata `. If you click it, you see two additional license fields, "Licensor" and "Original URL", that you can fill in if this in not your own plan. #. Click the *Save plan* button to keep your new plan. Now you can add individual tasks to your plan. .. index:: single: Plan; Add task single: New in Mahara 1.7; License metadata: Add license information to a plan's task Add tasks to a plan ~~~~~~~~~~~~~~~~~~~~~ There are several ways to add a task to a plan: * Click on *Add task* right after you saved your plan. * Click on *Content → Plans →* the title of the plan *→ New task*. * Click on *Content → Plans →* the *Manage tasks* button |manage| *→ New task*. Once you are in the *New task* screen, you can create your new task. .. figure:: /images/plan_task_new.* :alt: Add a new task to a plan Add a new task to a plan #. **Title**: Enter a title for your task. This field is mandatory. #. **Completion date**: Provide a completion date. Either choose the date via the *calendar* icon |calendar| or enter it in the format YYYY/MM/DD (Year - 4 digits / Month - 2 digits / Date - 2 digits), e.g. 2012/06/27. This field is mandatory and allows for tasks to be marked overdue automatically. #. **Description**: Provide more detailed information about the task. #. **Completed**: Tick this check box if you have already completed the task. #. |new in Mahara 1.7| **License**: You see this field if the site administrator turned on :ref:`license metadata `. Choose the license for the plan's task. You can set your default license in your :ref:`account settings `. #. |new in Mahara 1.7| **Advanced licensing**: You see this option if the site administrator turned on :ref:`license metadata `. If you click it, you see two additional license fields, "Licensor" and "Original URL", that you can fill in if this in not your own plan's tasks. .. note:: At the moment, you cannot display that license information on a portfolio page, but it is stored for future use when the functionality is expanded. #. Click the *Save task* button to finish editing your task. #. Add more tasks immediately or at a later point. .. figure:: /images/plan.* :alt: A plan with several tasks Plans under *Content* .. figure:: /images/plan_portfolio_page.* :alt: Plan on a portfolio page That's what a plan looks like in a portfolio page. Clicking on the title of the task shows / hides the task description. .. index:: single: Plan; Edit task Edit tasks in a plan ~~~~~~~~~~~~~~~~~~~~~~~ #. Click the *Manage tasks* button |manage| **or** the title of the plan on *Content → Plans*. #. Click the *Edit* button |edit| next to a task that you want to change. #. Make your changes or mark a task as completed. #. Click the *Save task* button and your changes are recorded.