Build a To Do List in the Work Plan
This article explains how to manually build a to-do list of tasks using the To Do view in the OnePlan Work Planner.
Using the OnePlan Work Plan to create and manage your to-do list lets you identify organize prioritize and assign due dates. Also, having your to-do list in OnePlan gives you the added benefit of being able to assign notify and share tasks with your team in one centralized location. You can even use OnePlan to request and receive status updates from your team.
To Do lists in OnePlan have the following features:
Tasks are manually scheduled, meaning the you have control over the task due dates.
Tasks are not linked, meaning the tasks are not dependent on each other.
Tasks use the Fixed Duration/Effort Driven task type.
If you are interested in more advanced work plan scheduling techniques, such as creating a schedule with dependencies or using different task types, see Build a Basic Schedule in the Work Plan or Build an Advanced Schedule in the Work Plan.
Video Length - 10:44
This video walks you through the entire process of creating a to-do list using the OnePlan Work Planner.
Create a New Plan
A project needs to exist in the portfolio before you can create any work plan. If there is no project, then it needs to be created.
To create a project from the portfolios view:
Click the new item icon, select New Project.
Choose a parent plan from the drop down list. In this example, I will select World Class Customer Support.
Enter a name for your new plan. In this example, I am creating "OnePlan Academy To Do List".
Click Add Plan. The new plan, OnePlan Academy Training To Do List is now a child plan of World Class Customer Support, and is available in this organization's portfolio.
Note
The plan's Quick Edit form will open after it is created. Leave this open for the next section in this procedure.
For more information on creating new plans in OnePlan, see Create a New Plan.
Check the Plan Details
There are a few simple but important plan details you need to verify or change before you start to create your to-do list: the Default Task Type, Default Task Mode, and plan Estimated Start Date.
Go to your new plan's Plan Details form. From the Quick Edit form, click the hamburger menu, then select Details.
Locate the Default Task Type field. Ensure it is set to Fixed Duration/Effort Driven.
Locate the Default Task Mode field. Change it to Manual Schedule.
Note
Changing the task mode to Manual Schedule allows you to manually enter task due dates, which is ideal for a to-do list.
Locate the Estimated Start Date field. Ensure this is set to your desired date. This will determine the default start date for the tasks in your schedule.
Note
If there is no Estimated Start Date in the Plan Details, then tasks created in your to-do list will start on the date the plan was created.
For more information on managing Plan Details, see Plan Details Overview.
Prepare the Work Plan
Select Work Plan > List to access the work plan list view.
Confirm that the Work Type is set to Schedule. If not, click on the Work Type menu and select Schedule.
Click on the View menu and select To Do.
Note
To Do is an out-of-the-box OnePlan view.
For your first time entering the To Do view, click on the Filters menu and select Clear Filters to ensure there are no filters applied to your work plan.
Add Tasks to the Work Plan
Now that the Work Plan is ready to go, it is time to create a list of tasks. There are a few methods to add new tasks to the Work Plan in OnePlan:
Using the New Item Field
Enter the name of the new item in the New Task field.
Press Enter on your keyboard to add the new task to the bottom of the Work Plan.
Edit the Item details as needed.
Using the New Item Header Icon
Click the New Item icon. A blank task will be added to the bottom of the Work Plan.
Enter the name of the new task in the Name field.
Edit the item details as needed.
Using the task Quick Edit menu
Select the Quick Edit menu for a task.
Select Add... > Task Above or Task Below.
Enter the name of the new task in the Name field.
Edit the item details as needed.
Important
Notice, there are no due dates for the tasks because this has been manually scheduled. You will need to manually enter due dates.
For more information on creating work items in the Work Planner, see Create work items in the Work Plan Grid.
Add Due Dates to Tasks
Including task due dates in a OnePlan to-do list clearly communicates what is expected to be done and by when for ourselves and the other team members needed to complete a particular task.
Let's take a look at how to include due dates in a to-do list for this to-do list:
Click into the Due Date field for the desired task. The calendar form will appear.
Select the desired due date using the calendar.
Note
Notice that you can add the dates to to-do list items that end before the to-do list item above. This is because this is a manually scheduled list.
Note
In this example, I know all of the due dates for the tasks in the list, but it is okay if you do not add a due date right away. You can add the due date that you know, and then add other due dates later for these items. That way you're able to create the full list of to-do list tasks without having to wait for all of the information like those due dates to get a clear picture of Thing that needs to get done to complete the tasks in the one plan to-do lists
Note
As you enter tasks due dates, the final due date of the entire to do list project will become the latest due date of the task that has a due date.
Assign Resources to Tasks
Now we're ready to assign resources to tasks for The one plan Academy training to do list. I plan to assign and deliver some of the tasks but I also need help from other resources in the organization to successfully complete all of them by the Target due dates because I'm using OnePlan to create my to-do list. I can assign resources from the one plan Resource Center to these tasks.