3.6. 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.

Overview page of "Plans"

Overview page of Plans

  1. Click the New plan button to create a new plan.
  2. Your existing plans and their descriptions are displayed.
  3. Click the Edit button edit to change the title, description (and new in Mahara 1.7 license) of your plan.
  4. Click the Manage button manage to add and edit tasks for your plan.
  5. Click the Delete button delete to delete your plan.

Notitie

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.

3.6.1. Create a new plan

Create a new plan

Create a new plan

  1. Click the New plan button on the Plans overview page.
  2. Title: Give your plan a title. This field is mandatory.
  3. Description: Give your plan a description. It is visible when you select a plan for inclusion into a portfolio page.
  4. new in Mahara 1.7 License: You see this field if the site administrator turned on license metadata. Choose the license for the plan. You can set your default license in your account settings.
  5. new in Mahara 1.7 Advanced licensing: You see this option if the site administrator turned on 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.
  6. Click the Save plan button to keep your new plan.

Now you can add individual tasks to your plan.

3.6.2. 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.

Add a new task to a plan

Add a new task to a plan

  1. Title: Enter a title for your task. This field is mandatory.

  2. 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.

  3. Description: Provide more detailed information about the task.

  4. Completed: Tick this check box if you have already completed the task.

  5. new in Mahara 1.7 License: You see this field if the site administrator turned on license metadata. Choose the license for the plan’s task. You can set your default license in your account settings.

  6. new in Mahara 1.7 Advanced licensing: You see this option if the site administrator turned on 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.

    Notitie

    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.

  7. Click the Save task button to finish editing your task.

  8. Add more tasks immediately or at a later point.

A plan with several tasks

Plans under Content

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.

3.6.3. Edit tasks in a plan

  1. Click the Manage tasks button manage or the title of the plan on Content → Plans.
  2. Click the Edit button edit next to a task that you want to change.
  3. Make your changes or mark a task as completed.
  4. Click the Save task button and your changes are recorded.