Quick Project Planning and Management with Outline

Here is what you can expect from the Planning module.

The Zen of Planning - avoid repetition, stay focused, get more done

Planning Module lets you work as you think. It removes distractions and makes it easy to carry out batch updates. Planning module shows your entire project plan in a single screen. You can review and update milestones, tasks and subtasks from the same screen. It is designed to boost your productivity with activeCollab. Our studies have shown at least 5X improvement!

Birds eye view of project plan

Planning module provides three view modes – a tree like Outline view, Cards view to focus on level 2 items and Timeline view to see the Gantt chart of your project. You can focus on items you wish to work on and can edit any part of the plan. You can even see multiple projects at once in the Timeline view.

Additional Assignment filtering options

Apart from project planning and managing, Planning module also helps you get things done. With our enhancements to Assignment Filters, you get additional filter options, can group tasks up to four levels, see everything you need to do on a single page, and quickly complete / edit / track time on tasks.

Quick and easy editing

From within the Planning module, add / update and delete milestones, tasks, pages and sub-tasks. You can even promote or demote item levels – e.g. convert a milestone into a task, or a sub-task into a task. You can drag and drop items, complete / open items, change their priorities & visibility, add estimated efforts, assignees, start and due dates.

Designed to save your time and money

We added lot of smarts to Planning module to save you time and money! Estimates, Assignees and Dates will auto expand, Completed and Overdue items will show differently, Text Import allows magical plan creation by typing or pasting text, Options allow you to restrict what fields show up, Filters allow you to narrow down work items. We encourage you to explore and discover these little gems!

Estimates, Workflow Status, Batch Updates, Category Templates and more...

Planning module adds a lot of useful features to activeCollab. We have added category level templates for Tasks. This lets you add a predefined structure to your descriptions. Batch Update allows you to edit multiple items at once and is full of smart tricks to save you time!

Intuitive Project Planning, Adjustments and Management

The most striking element of Planning module is it’s intuitive spreadsheet like Outline view. You can navigate your project plan with keyboard, adding or editing items as you move along. Smart auto completes, estimate totalling, promoting and demoting items (Tasks to Sub tasks, or Milestone) and lots of other carefully implemented features will make managing your project plan a delight.

Planning module not only saves time, it gives you great sense of control over a dynamic project plan.

Batch Update items easily

Project Gantt Chart – combine multiple project for an overview

Cards View in Planning Module

Feature Overview for Planning screen

• Plan your project as you think!
• Excellent keyboard shortcuts and productivity enhancements.
• Add / Edit plans inline in an easy spreadsheet like view.
• Batch update your projects:
  • Set Start Date
  • Set Due Date
  • Complete
  • Set Estimate
  • Set Assignee
  • Set Subscribers
  • Visibility
  • Priority
  • Category
  • Status
• Export and Import Plan as CSV or XML.
• Assign multiple resources to Tasks or Milestones.
• Card view of Tasks for quick review and story boarding.
• Timeline – Gantt chart view of each project and ability to see multiple projects in the timeline.
• Print project plans.

Assignments Plus – Getting things done!

Planning module does not stop at planning! We’ve even included a ton of improvements to Assignment Filters that’d make it a lot easier to keep track of your work and get it done.

Assignments Plus Task Filtering and Management

Additional Grouping Options for Assignment Filters

Feature Overview for Assignments Plus

• List all the Tasks, Subtask, and Milestones as assignments.
• Edit or delete task, subtask or milestone from the list.
• Live search to quickly find an item.
• Four level grouping with many useful filters.
• Smart “schedule” grouping and due date filters (for example: “Due on in next 10 days”)
• Track time and add estimate on object right from the list.
• Improved, easier user interface and design.
• Export assignments to HTML and CSV.
• Complete / reopen tasks from the list.

Settings

Permissions and Settings for Planning module

Chat, News & More

Communicate whatever you want to communicate, in whichever style you want to communicate. Use it for both formal and informal discussions. For projects or everyone.

Intuitive & Fast

Whether it is creating new communications, participating in a live chat, adding files or replying quickly, we have made everything super easy. This increases participation.

Gets things done

Communications module is gentle to the overloaded team. It will help you get things done without disturbing your team, on the contrary, they will enjoy it!

Use this first

We recommend using Communications even before you start a project / define its structure. It will get you productive right away by simplifying collaboration.

Features & Benefits

Communications Module for activeCollab solves multiple problems. You can use it as a formal announcement system or as an impromptu, informal communication channel. Use Communications module to get your team together. Use it for one way announcements, live project discussions or status updates.

• Engage in Instant Live Chats with your team and clients
• Post announcements, status updates, news items & more
• Project specific communications: limit participants by project and see a project’s communications from a tab within the project
• Add files to communications, and see inline preview for images
• Mark a channel with one of 27 built in icons
• Limit who can participate by selecting participants for a channel
• Intelligent notifications for new replies – both sound and window title changes
• Email notification option when you create a channel to invite people to the live chat
• Full localization / translation support
• Ability to lock comments on any channel
• Easy to share permanent link for each channel – so that people can keep coming back if needed
• and above all Apps Magnet’s solid code quality and outstanding customer service!

We promise your team will love this. It’s even ideal for first time users like your clients!