EMDESK Help Center

Work plan

Create projects and work plans and work with activities, deliverables and milestones.

  • How to use the Workplan
  • Working with the Table View
  • Working with Kanban
  • Working with the Gantt view
  • Managing the Workplan – Create/Update/Move activities and events
  • Reporting progress of activities, milestones and deliverables
  • About project planning and plan versions
  • Using tags
  • Manage project plan versions
  • Customise your project workspace
  • Update project information & settings
  • Finalize project items (lock) or unfinalize them
  • Disable reporting temporarily
  • Mass update or delete items
  • Mark and unmark an item as favourite
  • Plan and create budget items
  • Plan and create personnel budget
  • Table settings columns
  • Manage reporting periods
  • Customize status workflow
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Categories

  • Get Started
  • General
  • Access, Users & Groups
  • Account Settings
  • Work plan
  • Participants
  • Resources
  • Document Manager
  • EMDocs
  • Communication
  • Video Calls & Online Conferencing
  • Settings & Customization
  • Plan & Invoicing
  • FAQs & Issue Resolution
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