The lcmd process plan provides a good overview of the entire project as well as individual sections.
If processes require further detail at the daily level, the "Detailed Planning" feature is recommended. The lcmd process plan can be used directly for this purpose. When zooming in, daily cards become visible directly within the processes.
This ensures you always have the appropriate level of detail without having to switch views.
This article provides information on the following topics:
- Switch the detail planning on/off
- Zoom levels
- Define, create, and edit daily cards
- Status of daily cards
- Move and delete daily cards
Switch the detail planning on/off
- Open the desired project and navigate to the "View" menu in the process plan.
- Activate the "Detailed Planning" function there.
- In the pop-up window at the bottom right, select whether you want to filter directly for a 4- or 6-week preview. This will gray out processes outside the selected timeframe.
- Now zoom in on the process plan. The daily cards will appear in two levels:
- status only (without details)
-
with details
Zoom levels
- At the first zoom level, the cards only show a circle and the status color. Black with a checkmark = completed
- Purple = awaiting approval
- Blue = in progress but on schedule
- Red border = overdue
- White = open
- Zoom in further to the second zoom level to see the individual daily tasks with their details.
Daily cards with details
- Daily Tasks with Details
- A blank daily card is automatically generated for each process.
- Click the "+" symbol to define the card. Enter a name and press Enter.
- Click the double arrow in the upper right corner of a card to open a pop-up window with additional fields.
Multiple Daily cards on the same day
- If you want to schedule multiple daily tasks for one day, you can create a new card by clicking on the "+" symbol below the card.
Status of daily cards
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You can change the status of the respective daily task using the drop-down menu.
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Late cards are marked with a red border.
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You can set multiple cards to done using the slider function.
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If you are at a zoom level where only the status is displayed, you can change the status by clicking the circle several times: From Open to In progress to In approval to Done.
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If you have not explicitly defined any tasks, you can only set the status to completed using the slider.
Move and delete daily cards
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If there are changes to the plan, you can easily move daily cards around using Drag&Drop.
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To delete a day card, select it and press the del button or the delete icon in the right sidebar.