Create, update, and move events (deliverables or milestones)

Projects, activities, and events (milestones and deliverables) are managed in the "Workplan" section.

Activities and events fall under projects and can be mapped into any desired structure, for example Work packages > Tasks > Sub-Tasks. Before designing your work plan, check and set the desired levels and IDs under the Customisation settings.

• Creating events
• Editing and moving events
• Moving events to another position

Creating events

1

Click Workplan in the main menu. This opens the "Workplan" section.

2

Click + Add Event at the bottom of the section, this will open the "New Event" sidebar.

Tip: To add an event directly under a project, work package or task, hover over its row, click the … button at the end of the row and select Add Event. This automatically sets the parent for the event:

3

In the sidebar, you can set the following properties for the new event:

• Name: Click the placeholder at the top and enter a name for the event
• Select assignees (optional): Click the dropdown and select assignees for the event
• Type: Click the dropdown menu and define whether the event is a deliverable or a milestone
• ID: It is given by default, however you can customise the ID format under the Customisation settings; you can also override the auto ID number by clicking the "Edit" icon and typing in the preferred ID name
• Description (optional): Click into the field and provide a description for the event
• Predecessors (optional): If other events, projects, and/or activities have to be finished before this event is due, select them as predecessors from the dropdown menu
• Lead. Participant (optional): Assign the event to a participant; click Add lead participants when you have several responsible participants (available up to 3 lead participants)
• Due Date: Choose the date the event is due by clicking the "Calendar" icon; the project month is shown next to the date (for example 31.03.2026 (M03))
• Tags (optional): Categorise the event by adding tags

Tip: To add the event at a specific position, click its ID with the arrow icon in the path at the top of the sidebar (for example WP 1 › D 1.2). A list of the Workplan opens; click the line where the event should be placed.

If you use + Add Event and do not choose a position, the new event is added as the last item of the project selected in the header (or of the first project in your workspace if none is selected).

Note: When you choose other than the last position, the ID numbering of all following events changes accordingly.

4

Click Save Event at the bottom of the sidebar, the event is created at the respective position in the Workplan.

Editing and updating events

1. Click the event you would like to edit or move, or click the … button at the end of its row and select Edit. This opens the sidebar for the event.

2. In the sidebar, you can update the following properties of the event:

• Name: Edit the name of the event
• Select assignees: Click the dropdown and update assignees for the event
• Type: Click the dropdown menu and change the event's type
• ID: It is given by default, however you can customise the ID format under the Customisation settings; you can also override the auto ID number by clicking the "Edit" icon and typing in the preferred ID name
• Description: Edit the event's description
• Predecessors: If other events, projects, and/or activities have to be finished before this event is due, select them as predecessors from the dropdown menu
• Lead. Participant: Assign the event to another participant; click Add lead participants when you have several responsible participants (available up to 3 lead participants)
• Due Date: Update the due date of the event by clicking the "Calendar" icon
• Tags: Categorise the event by adding tags
• Completion: shown once the event has been saved; it reflects the reported progress. Click Add new status update to report progress (see Reporting progress)

Moving events to another position

To move the event to another position or under another project or activity, open it in the sidebar and click its ID with the arrow icon in the path at the top (a Move tooltip appears when the sidebar opens). A list of the Workplan opens, with a search field at the top. The orange line shows the current position; hover over a line to highlight it, then click the line where the event should go.

3. Once you have completed your editing, click Save Event.