.. 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.

.. index::
   single: Plan; New plan

Create a new plan
~~~~~~~~~~~~~~~~~~~

.. figure:: /images/plan_new.*
   :alt: Create a new plan

   Create a new plan

#. Click the *Create new plan* button.
#. **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.
#. Click the *Save plan* button to keep your new plan.

Now you can add individual tasks to your plan.

.. index::
   single: Plan; Add 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. 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.
#. 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 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.