Overview
The new Plan View was created with two purposes in mind:
Improve performance - The legacy plan view and task drawer are two areas that see high traffic and being performant is critical to a good user experience.
Reduce clicks - We want the most common activities in GUIDEcx to be as easy as possible and reducing clicks helps that become a reality.
Plan View v2 incorporates much of the functionality you have come to know and love, while addressing some of the needs that have emerged over the years. Reach out to your CSM if you're interested in joining our closed beta for Plan View v2.
Basics
Plan view continues to utilize four layers of units/structure including Phases (Templates), Milestones, Tasks, and Subtasks. The combination of tasks/subtasks replaces Task Groups.
Board view and List view are both supported
Drag & Drop and in-line edit
New Functionality
Background Navigation - When you open the task drawer to view the details of the task, the background Plan View remains active and you can navigate to other tasks without having to close the drawer and reopen it.
In-line edit - Create new tasks and edit task titles without opening the drawer.
New Text Editor - Gone are the days of having your task instructions limited to a small viewing window. Our new text editor allows you to type your content and the window is responsive.
Autosave - You will notice there is no “Save” button in the Task Drawer and that is because everything is now autosave.
Cross Template (Phase) Dependencies - Now there is a native experience within the Plan View where you can have a task in one Template (Phase) be dependent on another task that is in a separate phase. Prior to this enhancement this could only be accomplished through Recipe Builder.
Task Messages - View and respond to task messages within the task drawer. Our new Messages experience (replacing Notes) features a global inbox, project and task channels, threaded replies, save for later and more. Learn more here.
Legacy Board View vs. Plan View v2
- General Features - | Legacy Board View | Plan View v2 |
Add Phase/Template Shortcut | ✅ | ✅ |
Phase Menu - Save as Template | ❌ | ✅ |
Add Milestone | ✅ | ✅ |
Milestone Menu - Edit, Duplicate, Delete | ✅ | ✅ |
Milestone Menu - Save as Template | ❌ | ✅ |
Add Task | ✅ | ✅ |
Task Kebab Menu - Edit/Details, Tags, Duplicate, Delete, Resend Assignment Email |
✅ |
✅ |
Task Kebab Menu - Notes, Enter Time, Attachments, Checklist | ✅ | ❌ |
Task Kebab Menu - Assignee, Status, Dependencies, Save as Template | ❌ | ✅ |
Gantt View | ✅ | ❌ |
Board View, List View | ✅ | ✅ |
Add Team Member | ✅ | ❌ |
Project Menu - Project Settings, Project Details, Edit Template, Archive Project, Enter Time on Project, Delete Project |
✅ |
❌ |
Project Sub Tab Navigation (Overview, Team, Custom Fields, etc.) | ✅ | ❌ |
Filter | ✅ | ✅ |
Bulk Edit | ✅ | ❌ |
Expand/Collapse Task View | ✅ | ❌ |
Condensed Milestone Column Upon Completion | ✅ | ❌ |
Auto Horizontal Scroll to Current Milestone | ✅ | ❌ |
Use of Library Units | ❌ | ✅ |
Project Summary Bar | ✅ | ✅ |
- Task Card Visibility - | Legacy Board View | Plan View v2 |
Task Name, Assignee, Status, Responsibility, Due Date, Dependency | ✅ | ✅ |
Project Action Items, Notes, Attachments, Checklists | ✅ | ❌ |
Participant Count | ✅ | ❌ |
Hidden Task Indicator | ✅ | ✅ |
- Task Drawer Attributes - | Legacy Board | Plan View v2 |
Task Name, Assignee, Status, Task Instructions, Responsibility, Visibility, Start Date, Due Date, Dependency, Task Custom Fields |
✅ |
✅ |
Subtasks | ❌ | ✅ |
Breadcrumb Navigation | ❌ | ✅ |
Notify if task is not started by a specific date toggle | ✅ | ❌ |
Priority | ✅ | ❌ |
Estimated Hours | ✅ | ❌ |
Points | ✅ | ❌ |
Require Sign Off toggle | ✅ | ❌ |
Notes | ✅ | ❌ |
Messages | ✅ | ✅ |
Attachments | ✅ | ✅ |
Checklist | ✅ | ❌ |
Tags | ✅ | ✅ |
Watching | ✅ | ❌ |
- Milestone Drawer Attributes - | Legacy Board | Plan View v2 |
Milestone Name & Description | ✅ | ✅ |
Send CSAT survey upon milestone completion toggle | ✅ | ❌ |
Send Message upon milestone completion toggle | ✅ | ❌ |
Attachments | ✅ | ❌ |