Project planning #

In the Planning section of the project-specific dashboard you can manage all the important aspects of the project-related tasks, to keep track of what needs to be done and what is in the works.

Task view #

In RevasOS tasks linked to a project by default appear in the project-specific dashboard categorized by teir advancement status but can also be filtered by due date or by assignee by choosing your preference in the drop-down menu on the top-right corner.

Task status #

A task in RevasOS can be marked by four different advancement statuses. This allows for a quick glance at the different stages of all your project's parts. The statuses in RevasOS are:

• Todo: for tasks that need to be done but are not yes being worked on;
• In progress: for tasks that are being worked on right now;
• Backlog: for tasks that will eventually need to be done but are not jet planned;
• Done: for tasks that have been completed;
• Expired: for tasks that have not been completed but have passed the due date;

To change the status of a task follow these steps from the planning view in the project-specific dashboard

1. Locate the task you wish to apply changes to;
2. Click on the task name to enter the task editor;
3. Click on the current status and select the desired new status;
4. Click Save;

Task editor #

To access the task editor you can simply click on Save and keep editing when creating a new task or click on the task name form the Planning section in the project's dashboard. In here you will be able to add details such as:

• Time frame: by inserting the start and due date to a task you will be able to see it in the calendar and in the report of the project;
• Workload estimate: this info will be used to see the workload of the asignees of the task as well as in the report of the project;

Milestones managment #

In RevasOS milestones are to be thought of as a logical container for your tasks so that you can better manage them while keeping a clear overall vision of the outcomes of a .

View project milestones #

To see all the project milestones from the project-specific dashboard click on Milestones in the top-right corner.
From this page you are able to see all the project milestones and the corresponding tasks allowing you to quickly glance at the milestone progress.

Create a milestone #

To create a milestone from the planning view in the project-specific dashboard

1. Click on Milestones in the top-right corner;
2. Click on + New milestone;
3. Insert a title and an optional description;
4. Insert the starting and due date;
5. Click Save;

Add a task to a milestone #

When creating a task you can add the milestone it belongs to right form the task creation pop-up. Otherwise from the milestones view you can click on + Add task to this milestone button in the desired milestone section of the page.

Delete milestone #

If a milestone for a project is no longer needed you can delete it following these steps:

1. From the project-specific dashboard click on the Milestones button;
2. Click on the edit button on the side of the milestone's name;
3. Click on Advanced options;
4. Click on Delete milestone;
5. Insert DELETE in the text box;
6. Click on Delete milestone;