Projects and tasks - Pacten Guides
The live core of Planner. A project is a body of work with an end; a task is one piece of it. Under Planner → Projects and Planner → Tasks.
Create a project and give it the phases the work actually moves through. Where you run the same kind of project repeatedly, starting from a template means the phases and the usual tasks are already there — which matters less for the first project and a great deal by the tenth.
The five templates are fixed, and you cannot yet save one of your own. Where you want to reuse a project you have already shaped, the way to do it today is Duplicate project — the copy icon on a project card under Planner → Projects, available to managers and above. It carries over the phases and every task on them, each with its type, priority and visibility, and it carries the assignees too unless you turn that off. It deliberately leaves the timeline behind: no due dates, no statuses, no comments and no checklists come across, so the copy starts at the beginning rather than halfway through a schedule that has already partly elapsed. Name the copy on the way out and adjust it from there.
If none of the templates fits, None of these — describe your own, on the same first step, opens a short sheet where you name the project and sketch its phases and tasks yourself. It fills in the rest of the setup exactly as a template would, and everything stays editable afterwards.
- A title — one line saying what is to be done.
- A phase — which part of the project it belongs to.
- Assignees — one or more people. A task with nobody on it is unassigned work, which is a real and visible state.
- A due date.
- A checklist, for a task with steps inside it that are not worth being tasks of their own.
- Comments, for the conversation about the task — kept with the task rather than in a chat nobody can find later.
- Notes, for anything that is not part of the task but is worth having beside it.
- Today — what is due now, for you.
- My work — everything assigned to you, across every project.
- Team — what everybody is carrying, which is the view for deciding whether to give somebody one more thing.
A task can be linked to a goal, connecting day-to-day work with what the business is trying to achieve. It is not required and most tasks will not have one — but for the work that exists because of a goal, the link is what makes the goal reviewable later.