Create a Plan

Ashley Siao
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Overview

A Plan is the primary structured layout in Hoylu for scheduling and tracking work — a timeline element placed on a Workspace that organizes Task Cards into one or more Swimlanes. It's connected directly to the Project's Task database, so it stays live, and a Workspace can hold more than one Plan at a time, each covering a different time range, Team, or level of detail while drawing from the same underlying data.

Figure 1. Add a Plan to the Workspace.

If you want to create an entirely new Plan from scratch, follow these steps:

  1. Click on the plus button on the Toolbar
     
  2. Click on Add Plan…
     
  3. Click and drag a Plan of your choosing from the options into an empty area of the Workspace
    1. Plan - creates a single Swimlane plan
    2. Plan by Team - creates a Swimlane for each Team
    3. Plan by Category - creates a Swimlane for each Label associated to existing Categories (check out this article to see how to set this up beforehand)
       
  4. Adjust its placement by grabbing the top edge and clicking and dragging it to your desired location

Plan Settings

Figure 2. Plan Settings.
  1. Click on the three-dot icon to open the Plan Menu
     
  2. Click on Settings
     
  3. Type in a new Plan name
     
  4. Set the start and end date of your Plan
     
  5. Set your Clean up strategy to your preferred duration
     
  6. Add, edit, or reorder Swimlanes in the Plan

Plan Options

Figure 3. Plan options.

Clicking on the three-dot icon also shows you several options to organize the Swimlanes of your Plan. 

  • Clean up & resize all - this will adjust any overlapping elements and set them all in a waterfall based off what you program in the Clean Up Strategy in the Settings menu
  • Collapse all swimlanes - Reduces the size of all Swimlanes so they appear as a thin bar, hiding your data until you wish to see them again; this does not hide your data from any reports
  • Collapse all empty swimlanes - Reduces the size of all empty Swimlanes so you can hide them until you need to add elements to them
  • Expand all swimlanes - Expands all Swimlanes to the lengths they were before they were collapsed

Three additional options appear in this menu:

  • Copy Link to element - allows you to copy a Deep Link of the Plan so anyone who accesses the link will be sent directly to the Plan's location in the Workspace
  • Copy internal link - best suited when duplicating a Workspace for templating purposes
  • Delete plan - Deletes the Plan from the Workspace, but does not delete the Task information

To import a Plan from Project Tasks, click on this article: Import a Plan

To learn how to navigate your new Plan, click on this article: Navigate the Plan

To manage your Swimlanes, click on this article: Manage Swimlanes

To learn more about Deep Links, click on this article: Deep Links

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