FAQ

Is there a Quick Start guide?


To get better productivity from the moment you start using QuickPlan, check out the Online Quick Start Guide here.

Where can I find the User Manual?


Tap to access the online user manual.

(There is no PDF copy, as the online user manual includes animated images and videos.)

Are there any best practices for using QuickPlan?


Is there a Keyboard shortcut cheat sheet?


Press ⌘⌥^ (Command + Alt + Ctrl) to show shortcut tips in the active project window.

If a task is not visible on the Gantt Chart, how do I make it visible?


We can scroll the Gantt chart horizontally to make any task visible on the Gantt chart. However, scrolling is not very, efficient especially when the project duration is very long. To move the tasks visible efficiently:

  • Double-click on the Gantt chart, the task on the clicked line will be selected, AND the Gantt Chart will scroll to make the relative taskbar visible.
  • Alternatively, to select the task in the outline panel, the Gantt Chart will scroll to make the taskbar of the selected task visible if needed.

How can I quickly view today in the timeline?


QuickPlan indicates today using a vertical red line positioned on Today’s date on the Gantt chart. If this is out of view due to the size of your plan, simply double-click the timeline at the top of the Gantt chart to center the view on Today’s date.

How do I collapse or expand all the top-level task groups simultaneously?


  • ⇧⌥⌘ → (Shift + Option + Command + Right) to expand all the task groups.
  • ⇧⌥⌘ ← (Shift + Option + Command + Left) to collapse all the task groups.
  • Alternatively, put five fingers on the touchpad (do not need to click, just put the fingers on the pad simultaneously).

How do I maintain project resources (i.e., Project Members)?


  • Click the project name on the toolbar to open the edit project property window.
  • Select the Resource tab to make changes to Project Members.
  • Select Save before moving to another tab.

Please check out the user manual for the details.

How do I change the project start date?


  • Click the project name on the toolbar to open the edit project property window.
  • Select the Date tab to make changes to the Project Start Date.
  • Select Save before moving to another tab.

Please check out the user manual for the details.

How do I change the project finish date?


The project finish date is calculated automatically, and it’s the result of planning.

Can I specify the project finish date only, with some task names, then QuickPlan will help me do the rest?


No

Can I create a Project Template?


We can use any project file as a template.

Our practice is to create a template project for a team.

How do I open MS Project file (in XML format), Mindmap file (in OPML format), and WBS file?


Right-click the file in the Finder app, and select to open the file in "QuickPlan" app, a new project will be created.

What's the relationship between QuickPlan and Other Apps?


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What's the difference between "% Complete" and "Physical % Complete"?


How do I backup projects?


How can I sync a project across multiple devices via iCloud Drive?


How many outline levels are allowed?


  • Four outline levels are allowed in a single project.
  • Plus sub-projects, a total of 8 outline levels allowed - which should be enough for most of the projects.
  • You may find for most of the MS Project templates organizes tasks in 2 to 3 outline levels.
  • You may see that QuickPlan is the only app that organizes tasks in REAL task groups and sub-projects. Organizing tasks well in groups and sub-projects will help make the plan easy for understanding and tracking.
  • If we find we have to arrange the tasks in many outline levels, there may be a big space for us to structure the tasks well.
  • QuickPlan tries to help to do rightly - we have a best practice article related to talking about task structure

Will QuickPlan provide all the same features as MS Project?


No. QuickPlan is to help the users do the right thing efficiently.

  • QuickPlan will balance the functionalities and user experience on the iOS devices to be more comfortable, more intuitive, and more efficient.
  • Decidedly fewer features of MS project be used by most of the planner, for the case if more functions required for business, QuickPlan is flexible enough to integrate with MS Project, Mind Map, Excel, and other apps.
  • QuickPlan is being enhanced based on the practices of experts and feedback from the users. For most of the users to use a simple app for the typical projects.

See more about the considerations and the best practices

How can I get a refund?


We are sorry, but we can not issue a refund directly as the purchases and refunds are handled only by the Apple App Store, and you can request one by reporting a problem to Apple and get more help from Apple support. There are also many articles related we can search via Google.com

How can I get help for App Purchasing, Downloading, Installation, and Updating issues?


The developer and the app have no control over app purchasing, downloading, installation, and Updating. Click to access Apple Support Website.

If I own the Mac version, do I need to purchase the iOS version too?


How do I do if I have other questions?


Please check out the online user manual, and contact us for tickets and ideas.

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