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  4. Project

Project File Operations?

  • Where are project plans stored?
  • How can I create a new project from scratch?
  • How can I import a project from an MS Project XML file or another file format?
  • How can I open an existing project?
  • How can I delete a project that I no longer need?
  • How can I clear the list of recently opened projects?
  • How can I customize the appearance of the project tiles?

The following video shows you how to perform common tasks such as creating, importing, saving, deleting, and customizing projects. For more details, please refer to the topics above.

Project Operations

  • Basics
  • Project File
  • New Project
  • Convert from Othe files
  • Open a Project
  • Delete a Project
  • Clear Recents
  • Customize Tile Display

Project Properties

  • Project Name and Notes
  • Project Start Date
  • Project Resources
  • Project Calendar
  • Project Task Link Behaviour
  • Project Date Schedule Policy
  • Currency, Daily Working Hours, Default Charge Rate.

Task Maintenance

  • Task Structure
  • Task Fields
  • Create Task
  • Insert Task
  • Remove Task
  • Indent and Outdent
  • Copy / Paste Task
  • Repeat Task
  • Split Task
  • Maintain Properties on Gantt
  • Maintain Properties on Outline
  • Property Updating Panel
  • Task Link Maintenance
  • Task URL Maintenance
  • Date, Work and Costs Baseline
  • Critical Path
  • Seach & Replace

Efficent Maintenance

  • Gestures & Keyboard Shortcuts
  • Touch Bar Access
  • Touch Pad & Force Touch

Task Display

  • Tree, and List with sorting and filtering

Customizations

  • General UI Customizations
  • Task Fields in List

Widget

  • Widget on macOS Big Sur
  • Today Tasks (for macOS Catalina and before)

Alarm

  • Today Tasks

Reports

  • PDF
  • CSV
  • Image
  • Charts

Synchronization

  • Sync via iCloud Drive
  • Sync via OneDrive

Team Collaboration

  • via iCloud Drive

Partical Exporting

  • Export tasks for members
  • Export visible tasks in LIST
  • Export tasks in a task group
  • Export tasks by date range

Integrations

  • MS Project Integration
  • Mindmap (OPML) Integration
  • SwiftApp WBS Integration

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