Plan and run a project
Create a project, add its tasks and what each waits for, and let the scheduler time it.
You give each task a duration and what it waits for. Continual's scheduler sets every date and forecasts when the project finishes. Projects and tasks are records in the Projects app.
Plan the project
Describe the work
In your thread, say what the project is and when it is due, such as "Plan the Q1 website relaunch for the Marketing team, due March 31: copy, design, build, then launch."
Check the plan
Continual creates the project, its tasks, and what each waits for. Open the project beside the thread, and ask for changes, such as "Design takes 10 days, not 5."
Create the project
Choose Records in the sidebar, then Projects › Projects. Choose New project. Give it a Title, an Owner, and a Due date. The project is yours alone until you share it.
Add its tasks
On the project's page, under Tasks, choose New task. For each, set a Title, an Owner, a Kind, and a Duration in working days.
Say what each task waits for
Open a task. Under Waits for, choose New dependency, then choose the task it waits for and the Type, such as Finish to start. Add a Lag in working days if it needs one.
- Plan Cedar Valley Clinics' implementation: kickoff, data import, training, and go-live by Dec 12.
- What is left on SOC 2 Type II readiness, and who owns it?
- Mark ENG-5 done.
A task's Kind is Work, which takes its owner's time; Wait, time that passes while nobody works, such as a review; or Milestone, a date with no duration. A task's owner can be a person or Continual.
Read the schedule
The scheduler works Monday to Friday. From each task's duration and what it waits for, it sets:
- Each task's Scheduled start and Scheduled finish, its Slack in working days, and whether it is Critical, meaning any slip moves the finish.
- The project's Forecast finish, and Late when it cannot finish by its due date.
On Projects › Tasks, the Critical path view lists the unfinished critical tasks in order, and the Schedule view shows them on a timeline. Set Start no earlier than on a task that cannot start before a fixed day, such as a delivery.
Do the work
Open a task beside your thread and choose Start when work begins, then Done when it is finished, or press ⌘ ⇧ ↵. On the task's own page, set its Status instead. A started task keeps the day it started as its scheduled start.
When you connect GitHub, Projects syncs the repositories you can read, with their issues and pull requests. See Connect Gmail and GitHub.