Pull Planning: New Project Guide

- Adding and Modifying Owners 

- Adding Users

- Setting Project Date

- Adding Weeks

- Expanding and Collapsing Weeks

- Adding Swimlanes

- Adding Milestones

- Variance Reasons

- Reporting

-Exporting to PDF or CSV.

Adding and Modifying Owners

In the Toolbox, you will find the Task icon with options that are unique and essential to the Pull Planning Module. For example, you can create and assign project Owners as well as create and organize tasks per Owner.

To create an Owner:

1. Open the Task Inbox.

2. Select Owner.

3. Click new Owner. 

4. Assign a Name, add any additional notes, and assign a Color.

Figure 1: Adding New Owners

✏️ Note: Only the first four letters of a name will be visible on the Task, so you can abbreviate or use initials. 


You can also add and edit Owners a second way:

1. Select the Settings icon in the Task Inbox.

2. Choose the Owners option.

3. Click the Plus icon to add more Owners.

4. To edit an existing Owner, select the Owner from the list, make the necessary changes, and click Save.   

Figure 2: List of Owners


To remove an Owner from the Pull Plan:

1. Select the Owner from the list.

2. Click the red Remove button.  

Figure 3: Removing Owners

✏️Note: Removed Owners cannot be assigned to any new task. 

Any existing task will not change, so your records will stay intact. 

To restore an Owner that has been deleted:

1. Return to the Owners page in the Settings.

2. Select the Eye icon, (which will display all owners, included ones that have been deleted). 

3. Select the Owner you wish to restore.

4. Select Restore

                                                Figure 4: Restoring Owners

Adding Users

Owners are the roles within a project. Users are the people who will be assigned those roles, which entails inviting each user into the Pull Plan through their emails. 

To add users to the Pull Plan:

1. Access the Settings.

2. Select the Users button. 

Figure 5: Users

3. Select the Plus icon.

4. Type the users' email addresses, separated by a comma.

5. Click the Save button. 

Figure 6: Adding Users

Once all the participants of a Pull Plan are listed out, you can assign the Users to the correct Owners: 

1. Open the User's drop-down menu.

2. Choose the Owner that the User will control. 

Figure 7: Assigning Users to Owners

✏️  Note: If the User is not assigned to an Owner, whenever that User attempts to make a change on the Pull Plan, a prompt will be displayed. Adding that User to an Owner will bypass that prompt. 


Adding Dates to the Pull Plan

The next step in setting up a new Pull Plan will be to set a Project Date. This will adjust labels on the columns, which stand for weeks in the project.

1. Select the Calendar icon located in the first week.

2. Select the date and Save

 Figure 8: Selecting a Date

✏️ Note: The number of the week changed to W11, which indicates that this is the 11th week of the calendar year.

The current week will be highlighted in blue.

Adding Weeks

To add weeks to either side of the Pull Plan:

1. Select the Plus icon on either the far left or far right columns, depending where you want to expand.

2. Use the arrows to toggle the amount of weeks you wish to add or type it in manually.

3. Confirm by clicking Extend

  Figure 9: Adding Additional Weeks

Opening and Closing Week Views

To expand or close a week, click on the square Week icon to show a day-to-day view. 

Figure 10: Expanding Weeks


Adding Swimlanes

To better organize your project and create separate sections for each project area, our Module offers an option to create additional Swimlanes within one Pull Planning Workspace. 

To create a Swimlane, drag and drop a Task or a Sticky Note on the column, below the thin gray line at the bottom of the Module. 

Figure 11: Adding Additional Swimlane

😎 Pro Tip: Use Sticky Notes with big text to label each Swimlane!

Adding Milestones

To add a Milestone to the Pull Plan:

1. Choose a color of the Milestone from the edge of the Toolbox.

2. Drag and drop a Milestone Sticky from the Toolbox at the top of the Pull Plan, above the dark gray bar.

3. Label the Milestone

Figure 12: Adding a Milestone


Variance Reasons

You can add, edit and remove Variance Reasons for when Tasks are marked Incomplete. 

To edit or add to the list of Variance Reasons:

1. Go to the Inbox.

2. Open the Settings.

3. Click the Variance Reasons button


Figure 13: Variance Reasons

To add to the list:

1. Select the Plus icon.

2. Add a name and any relevant notes.

3. Choose an icon for that Variance Reason

4. Click the Save button.  

Figure 14: Adding a New Variance Reason


To edit a preexisting Variance Reason:

1. Click on the Variance Reasons button on the Inbox settings.

2. Select the Variance Reason you wish to change.

3. Make the necessary changes and add any additional notes

4. Click the Save button.

Figure 15: Editing a Variance Reason

To delete a Variance Reason:

1. Click on the Variance Reasons button on the Inbox settings.

2. SelectVariance Reason.

5. Click the Remove button.

Figure 16: Deleting a Variance Reason


Once the Variance Reason is removed, it can still be restored.

1. Click on the Variance Reasons button on the Inbox settings.

4. Click the Eye icon on the top right corner to display a full list of existed and previously-deleted Variance Reasons.

5. Select the Removed Variance Reason you would like to restore.

6. Click the Restore button.

Figure 17: Restoring a Removed Variance Reason




To pull a report: 

1. Open the Pullplan to a week view

2. Select Task Icon

3. The Report should now appear. 


Figure 18: Opening a Report


Changing Charts:

1. Select the drop down next to the word Charts on the report

2. Select the type of report you'd like to view


     Figure 19: Changing Reports


    Change Report View: 

1. Select the arrow under the right view to change By Week or By User. 


                Figure 20: Changing Report View


Exporting to PDF or CSV.


To export the Workspace to PDF or a CSV. file:

1. Select the option menu in the top right corner of the Workspace

2a. Select "Export to PDF" to export as PDF

2b. Select "Export to CSV" to export as CSV. file 


Figure 21: Export to PDF or CSV.