Getting Started

The Planner

The Planner is a built-in project planning tool, much like a gantt chart for planning your technical documentation assignments. It is both a convenient view for creating assignments, as well as to monitor them.

  1. Time period selector - choose what period to work with.

  2. Filter settings - choose what type, assignee, status, etc to view.

  3. Tools to create or delete assignments, and settings.

  4. Documents with assignments.

  5. Calendar/Gantt view showing the assignments and their status.

  6. Workload widgets showing how many assignments different users have at the moment.

  7. Settings for the Planner, assignments, and workflow.

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