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Manage your project programme

Use the Programme page to plan, view and track project activities in a Gantt chart or list, including importing, exporting and completing tasks.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the Programme page​

Navigate to the Programme section of your project to see the overall schedule and tasks for the selected project.

Open the Programme page

Step 2: Switch between Gantt and list views​

Use the view toggle to switch between the timeline-style Gantt chart and the tabular task list, depending on how you prefer to review the programme.

Switch between Gantt and list views

Step 3: Filter tasks and review KPIs​

Apply filters such as phase or status to narrow down visible tasks, and use the KPI strip to review high-level metrics like counts by status and critical path impact.

Filter tasks and review KPIs

Step 4: Create new programme tasks​

Select the option to add a task, then use the create task dialog to define key details such as name, dates, dependencies and phase before saving it to the programme.

Create new programme tasks

Step 5: View and edit task details​

Open a task from the Gantt chart or list to see its full details in the side panel, and update fields such as dates, dependencies or phase in the edit dialog if required.

View and edit task details

Step 6: Mark tasks as complete or delete them​

Use the complete action to record that a task has been finished, or use the delete option to remove obsolete tasks from the programme after confirming the change.

Mark tasks as complete or delete them

Step 7: Import or export programme tasks​

Open the import dialog to bring tasks in from an external file, or open the export dialog to download the current programme data for reporting or offline analysis.

Import or export programme tasks

Step 8: Open and close full-screen programme view​

Switch to the full-screen view to focus on the programme without other page elements, and then close full view to return to the standard layout when finished.

Open and close full-screen programme view


Last updated: 2026-08-31