Plan Configuration
Plan configurations are specific to each user and each plan.
To access the plan configurations, click the Settings icon.
Handoff Management
Auto-forward - When enabled, moving a task causes other tasks to be rescheduled automatically to avoid overlaps. Auto-forward is only available for users with Create or Manage permissions to the Plan.
Manual - Task dates never shift automatically, even if they overlap.
Connections and context
Show Summary Tasks - When enabled, all summary tasks are visible. When disabled, all summary tasks are filtered out and all subtasks are spread out in the relevant swimlane.
Compare to Schedule - When enabled, tasks connected to schedules are monitored for misalignment.
Density
Row Size - Set the row height for the swimlane and list views.
Swimlane Appearance
Choose which swimlane elements to display:
- Empty Lanes
- Handoffs
- Non-working Days
- Today Line
- Milestone Lines
Task Appearance
Choose which task card elements to display:
- Status
- Assignee
- Progress
- Crew Size
- Work Type
- References
- Add subtask