Manage your project programme
Use the Programme page to plan, review and update your project schedule using the Gantt chart or task list views.
This guide is designed for project manager.
Steps
Step 1: Open the Programme page
Navigate to the Programme section of your project to view all scheduled tasks and milestones. If no programme exists yet, you will see guidance and options to get started.
Step 2: Switch between Gantt and list views
Use the view toggle to switch between the Gantt chart and the task list, depending on whether you want a timeline or table view of your programme.
Step 3: Filter tasks and review KPIs
Apply filters for phase, date range, status or other criteria, and review the KPI strip to understand task counts, critical items and overall programme health.
Step 4: Add new programme tasks
Select the option to add a new task, then complete the details such as name, dates, dependencies and phase in the create task dialogue.
Step 5: Edit or delete existing tasks
Open a task from the chart or list to adjust its details in the edit dialogue, or choose to delete it if it is no longer needed.
Step 6: View detailed task information
Click a task to open the details panel, where you can see full information, relationships and status in a side-by-side view with the programme.
Step 7: Mark tasks as complete
When work is finished, open the complete task dialogue to confirm completion so the task status and programme metrics stay up to date.
Step 8: Import tasks into the programme
Use the import option to bring in programme tasks from an external source, then confirm the imported items before they are added to your schedule.
Step 9: Export programme tasks
Use the export option to download your programme data for reporting, sharing with stakeholders or further analysis outside the application.
Step 10: Open full-screen programme view
Switch to the full view mode to see a maximised Gantt chart and task context, ideal for reviews, workshops or presenting the programme.
Step 11: Use agent assist for an outline programme
When starting from an empty programme, run the agent assist task to generate a draft outline programme and milestones based on your project documents.
Last updated: 2026-09-01