Smart Plans is also a Project Manager. Using what you learned from creating Tasks, you can now create Project Plans and mange each one in different ways.
1) Create a Project Plan
From the main screen, just tap on the “+” icon and create a new Plan.
- Choose a Plan color
- Give a rough guess how long you think the Project will take. Don’t worry, you can change that later.
- Work Balance – decide how many hours a week you would like to spend working on this project.
- Which of your Life Role goals does this belong to? By selecting one of your six roles, SmartPlans will also keep track of how you spend your time across your six roles.
2) Add Tasks to your Plan
You don’t have to fill your Plan with Tasks – we automatically create a space-holder called “TBD Tasks.” You can then add Tasks, and guess their durations – as you build your Plan. Note how as you add Tasks, the duration of your “TBD Task” decreases accordingly.
3) QuickTip: Duplicate
You can also create new Tasks by Duplicating existing ones. This saves time.
4) Start Timing!
You can start working on your Plan even before you have finished adding Tasks to it. Just select a Task and tap the Timer.
Note that once you have started a Task in your Plan, the Plan is considered to have “begun.” You can no longer move the start date in the Plans Manager – but you can move the end dates.
5) Pause and Resume
You can pause the Timer from anywhere within SmartPlans. You don’t have to be in a particular Task or Project Plan. Just tap on the Timer icon from anywhere and you will see a list of the active and paused Tasks, together with color codes for their Project colors. Pause, Resume, or Stop (“Mark Done”) any active task.
6) Finish a Task
When you are done, you can mark a Task as Complete by Tapping the “Stop” button in the Timer. Note how the Task then gets a “check” icon to show that it has been completed.
7) History View
One of the unique features of SmartPlans is that you can view the detailed history of each individual Task. If it took you three separate one-hour periods to complete the Task, that information is all shown when you tap a Task to edit it.
8 Just the Facts, Please – new in version 1.1
This is the best part of the Project Planner. Now you can view a graphical history of each Project Plan. The chart shows, in simple graphical view:
- The start and end dates of each Task
- The location of “today” relative to the planned start and end Dates.
- Whether each Task was completed within the durations that you originally estimated.
Saving the Plans:
- You can save the graphical chart to your Photo album.
- You can export all of the detailed data in CSV format, including a copy of the chart, and email them to yourself or to anyone else. CSV format can be read by most spreadsheet programs.
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