.. _plans: 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. Create a new plan ~~~~~~~~~~~~~~~~~~~ #. Go to *Content* -> *Plans*. #. Click the *Create new plan* button. #. Give your plan a title. #. Give your plan a description. It is visible when you select a plan for inclusion into a portfolio page. #. Click *Save plan*. Now you can add individual tasks to your plan. 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: #. Enter a title for your task. #. Provide a completion date. This is compulsory and allows for tasks to be marked overdue. #. You can provide more detailed information about the task in the *Description* field. #. If you have already completed the task, you can tick the checkbox. #. Click *Save task*. #. Add more tasks or come back to them later. .. 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. Edit tasks in a plan ~~~~~~~~~~~~~~~~~~~~~~~ #. Click on *Content* -> *Plans* -> the *Manage tasks* button |manage| *or* the title of the plan. #. Click on the *Edit* button |edit| next to a task that you want to change. #. Make your changes or mark a task as completed. #. Click *Save task* and your changes are recorded. .. |edit| image:: /images/buttons/edit.* .. |delete| image:: /images/buttons/remove.* .. |manage| image:: /images/buttons/manage.* .. |unzip| image:: /images/buttons/unzip.*