Plan activities using To-do – Issues planner

Project’ to-dos (aka “issues”) are a really powerful tool to plan your activities.

Twproject supplies you an issue planner that allows you to distribute the issues on a calendar.

screen1255Of course every issue has “to be done on” a date, that can be set manually issue-by-issue, but Twproject planner let you do this process in a complete visual way.

From the issue menu, choose Planner and then filter the issues you are interested in

Issue will be displayed on a grid with “one week” columns and one or more rows for each “assignee” screen1259

The first column contains “expired” or “not yet scheduled” issues.
If you have  not yet assigned issues a “unassigned” row will be shown.

Just drag&drop issues in order to change assignee or set a new “to be done on” date.

Remember that issues are always related to a project, so that you cannot move issues outside the scope of a task  dates; if you try a warning will remember you the dates.

If your issues have an estimates work, this tool could be used to plan work hours. In case you have an issue with 4 hours scheduled for Monday,  in the operator load 4 hours will be “reserved” for that issue (exactly like the “plan” tool does).

Planned issues can be displayed on agenda too:

screen1260

 

Common Twproject issues planner use cases:

schedule activities: this is the most straightforward use. Plan your day-by-day activity from this page having  all your open issues under control

simple CRM: create a root project called “actions on contacts” and  verify you will get notified for expired issues. Then record every “action” as issue (eventually record the work you spent on), and use the planner to schedule activities in the future. Your dashboard will show the issues for today and eventually you will get notified for pending ones.