Browse by plan and role

Filter every guide by the plan tier it requires and the role that can perform it. Plan filtering is cumulative: choosing Pro shows everything available to a Pro organization.

Getting Started

Projects, Tasks & Views

Organize the Projects pageSort and filter your project list, hide finished work, and save filter combinations as named views you can return to with one click.All plansMember
Compare projects side by sidePick two to five projects on the Projects page and see their status, health, progress, dates, workload, risks and cost in one table, with every difference highlighted.All plansMember
Navigate a projectEvery view of a project is a tab under the project header. Five tabs cover the daily work, More holds the rest, and the views inside a tab sit in a switcher below it.All plansMember
Manage project status and progressThe five project statuses, which status changes Onplana blocks, and how progress is calculated automatically from your tasks.All plansMember
Read the data freshness scoreHow much of what a report shows is actually current. Data freshness is the share of live work touched in the last week, and it is the number that tells you whether to trust the other four.All plansProject Member
Work with tasksCreate and manage tasks with statuses, priorities, subtasks, assignees, estimates, and due dates, and learn which fields appear at which point.All plansMember
Work with task collaboratorsKeep one accountable assignee on a task and add the people working on it with them. Collaborators see the task in My Work, hear about it and can update it, but cannot reassign, move or delete it.All plansProject Member
Duration, remaining work and actual startEvery task carries a planned duration, what is left of it, and the day work really began. Here is how those three stay in step with the dates, and what the project status date changes.All plansProject Member
Change several tasks at onceSelect rows in the Grid or on the Gantt, then set status, priority, assignee, progress, dates, sprint or epic on all of them in one step, or delete them together, with one Undo for the lot.All plansProject Member
Export the task table to ExcelDownload a project's List or Grid as an Excel file that matches the screen, with your columns, filters, grouping and sort order, and real dates and numbers in the cells.All plansAnyone who can see the project
Link task dependenciesConnect tasks with the four link types, add lag or lead time in days, hours or weeks, pin dates with the eight scheduling constraints, and read float when a plan is over-committed.All plansMember
Use the Kanban boardMove work across status columns by dragging cards, filter by priority, assignee and tag, and update many tasks at once with the bulk actions bar.All plansMember
Plan on the Gantt chartReschedule work by dragging bars on the Gantt timeline, follow dependency arrows, and use the critical path and baseline overlay to spot drift.All plansProject Member
Switch between the new and classic GanttThe new Gantt chart is what everyone opens. The classic one is there as a way out if the new chart fails to load, the choice is stored in your own browser, and the two draw baselines differently.All plansProject Member
Insert a project into anotherInsert another Onplana project into this one on the Gantt as a read-only summary row with its tasks under it, so a master plan finishes no earlier than the projects it holds.BusinessProject Manager or above to insert and unlink
Capture and compare baselinesSnapshot the planned schedule as a baseline, overlay it on the Gantt chart, and read the drift on the Baseline view in dates, duration and a health rating.All plansMember
Restore a schedule to an earlier momentPut a project's dates, durations, constraints and dependencies back to how they stood at an earlier moment, with a preview first and an Undo afterwards.All plansProject Member
Check a schedule against the DCMA 14-point assessmentThe Schedule Quality view runs the DCMA 14-point schedule assessment on a project, from logic, leads and lags to the critical path test, CPLI and BEI, and shows each result against its threshold with the tasks behind it.All plansAnyone who can see the project
Estimate how likely your finish date isThe Schedule Risk view runs the plan many times with each task's duration drawn from its range, and shows the P50 and P80 finish and the chance of a date.ProAnyone who can see the project
Use the calendar and burndown viewsSee tasks on a monthly, weekly, or yearly calendar by due date, and track remaining work against the ideal trend line on the burndown chart.All plansMember
Keep a risk registerRecord what could go wrong on a project, rate each risk by severity and category, keep it up to date, and promote a risk to an issue when it happens. Works on every plan, with or without AI.All plansMember who can add content to the project
Read a project's activityThe Activity tab lists the latest changes in a project, newest first, with who made each one and a link to the item, from task changes and status updates to comments, issues, pages and file imports.All plansMember
Create custom fieldsAdd your own fields to projects, tasks, and proposals with twelve field types, org-wide visibility, and defaults that keep the data clean.ProPortfolio Manager
Scope custom fields to one projectCreate custom task fields that exist in a single project without an organization admin, then promote the useful ones to organization-wide later.ProProject Member
Tag work with shared labelsCreate color-coded tags shared across your organization, apply them to tasks, filter the Board and the List by tag, and group the List by tag.All plansMember
Set up recurring tasksMake a task repeat daily, weekly, or monthly with a custom interval and end date, and let Onplana create each new copy on schedule automatically.All plansMember
Save and reuse project templatesTurn any project into a reusable template with its tasks and relative schedule, then start the next project from it in a couple of clicks.ProMember
Plan next year's portfolio with the Plan 2027 templateStart one project with eight sample initiatives, quarterly portfolio reviews, a capacity sheet by role and quarter, and a one-page scoring guide, then replace the samples with your own.All plansMember
Make a copy of a projectCopy a whole project, every task level, dependency, epic, sprint and milestone, as a new project ready to run again, with an optional new start date.All plansMember
Align a plan to the project datesMake every task and subtask follow the project's start date. Set the project start, link the tasks, then let automatic scheduling or Recalculate now place them. Explains why a task with typed dates and no links never moves.All plansProject owner or manager
Move a project to a new start dateMove project in the project menu shifts every task to a new project start in working days, keeps durations, links and lags, and leaves started and finished work where it is.All plansProject owner or manager
Restore deleted work from the Recycle BinRestore deleted projects, tasks, and documents from the Recycle Bin with subtasks, members, attachments, and dependencies intact, or purge for good.All plansMember
Link Planner plans into a portfolioKeep your teams in Microsoft Planner and link their plans into one Onplana portfolio, with a status per plan, dependencies between plans and late work on one page.BusinessPortfolio Manager or above

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