🗓️ Working in the Planning View
In this article, you will learn how to use the planning view in the task board to distribute tasks over multiple weeks. You’ll see how to move tasks via drag & drop, create new tasks, and use the view specifically for medium-term takt planning.
🔍 Content
How it works
Tips & Best Practices
FAQ
🛠️ How it works
The planning view is particularly suitable for weekly planning, takt control, and forward-looking capacity distribution.
🔄 Switch to the planning view
-
In the task board, click the “🧭 Planning” tab at the top.
-
Switching between “🧭 Control” and “🗓️ Planning” is possible at any time.
📆 Plan tasks across multiple takts
-
Each column represents one takt period (week).
-
Tasks can be moved via 🖱️ drag & drop:
-
🔁 between team members
-
🔀 between weeks
-
➕ Create or edit tasks
-
Create new tasks via the “➕” symbol at the top right.
-
Click on existing tasks directly in the board to edit them.
👁️🗨️ Use visual cues
Tasks immediately display:
-
🟢 Status
-
🗨️ Feedback
-
🔁 Recurrence (T-Card)
-
🏷️ Label, ⏰ Due date, 📌 Priority
ℹ️ Info
-
🕓 Standard view includes 4 weeks.
-
🧩 Can be adjusted via the “from – to” filter.
-
📥 No effect on content – only the display format changes.
-
🚫 No status columns (e.g., Open, In Progress) in the planning view.
✨ Tips & Best Practices
-
📅 Use the view for weekly or monthly forward planning.
-
📌 Schedule tasks with fixed end dates early into later takts.
-
🔁 Duplicate and place recurring tasks early.
-
🎨 Use colors per topic/category to help with orientation.
❓ FAQ
How many takts can I display at the same time?
→ Up to 12 weeks, depending on screen size and scroll position.
What is the difference from the control view?
→ Planning = Distribution & Overview
→ Control = Editing & Progress
Can I assign a task to multiple weeks?
→ No, each task belongs to exactly one takt period.