Plans and tasks on one timeline.
A plan breaks a piece of work into phases and tasks, with dates, owners and the links between them. See it as a timeline, a grid or a board, right beside the documents it delivers.
How a plan is built
- Plan: one piece of work, such as a launch or a migration, with dates, a priority and a status (draft, planning, active, on hold, completed or cancelled).
- Phases: the stages of the plan, numbered 1, 2, 3, each with its own colour and status.
- Tasks: the work itself, numbered inside their phase (1.1, 1.2) with sub-tasks under them (1.2.1). Each has an owner, dates, a status, a priority and how far along it is.
- Unscheduled: a lane for items without dates yet. Give them dates when you are ready.
Press New task, or open its menu to add a task, an improvement or a phase to the plan. Plans have friendly ids like PLN-4, and tasks like TAS-31, so anyone can find them by id.
Task statuses
Captured, Triaging, Shaped, Approved, Ready for Agent, In Progress, Ready for Review, In Review, Blocked, Done, Rejected and Deferred. Priorities are Critical, High, Medium and Low.
Ways to see a plan
| Layout | What it shows |
|---|---|
| Both | The timeline beside a grid of every row |
| Timeline | Bars on dates, with phases, dependencies and today |
| Grid | Rows and columns you can edit in place |
| Board | Cards in columns, by status, priority, type, category, assignee or phase |
| Activity | Comments, agent updates and changes, in order |
Zoom the timeline by day, week, month, quarter or year, or hold Ctrl (⌘ on a Mac) and scroll. Full screen timeline, in the More menu, gives a big plan the whole screen; Esc brings it back.
Dependencies
Link tasks so one waits for another. On the timeline, drag a bar's edge onto the edge of another bar, or set the links in the task itself.
| Link | Meaning |
|---|---|
| Finish to start | The next task starts after this one finishes |
| Start to start | Both tasks start together |
| Finish to finish | Both tasks finish together |
Each link can carry a lag or a lead in days. Links stay within one plan, and loops are refused. When you move a task, Stable Baseline asks whether to shift the dependent items too, or keep them where they are; items it flags for review offer the suggested dates to accept or dismiss. Auto-schedule, in the More menu, lays the whole plan out from its links.
Filters and saved views
- Quick filters: mine, open, overdue, this week, blocked, and waiting for review.
- Filter by status, priority, type, assignee, phase, due date, or what an item sits under.
- Filter by linked record: the tasks linked to one database record, or to any record of a table.
- Save a view, share it with view or edit rights, and make it the plan's default.
Owners and comments
Assign tasks to people and teams. The Activity tab keeps the plan's comments and changes together, and agents post their updates there too.
See Security and access for who can open a plan, and who can own its tasks.
Plans and documents
Export
Export the timeline as a PNG image, an SVG, or a PDF document, or the plan's rows as an Excel workbook or CSV.
Keyboard
- / searches the plan's rows.
- Enter opens the selected row, and F2 renames it.
- Ctrl + Enter posts a comment.
How many plans a project holds depends on your plan. Where there is a limit, Usage at the top of the project's plans shows it and how much is used. See pricing.