📄️ Overview
A planning folder is a way to organize work into feasible chunks and monitor its progress. As a project admin or as a user with the appropriate permissions, create and populate all the planning folders you need to capture the work you are planning.
📄️ Create a Planning Folder
As a project admin or as a user with the appropriate permissions, create and populate all the planning folders you need to capture the work you are planning.
📄️ Update a Planning Folder
A planning folder is a dynamic representation of a changing situation. From time to time, you'll want to update its name, description and other parameters to reflect changes in the underlying work.
📄️ Reorder Planning Folders
When the sequence of work in your project changes, it's a good idea to reorder the planning folders so that they accurately reflect the real order or work.
📄️ Reorder the Contents of a Planning Folder
You can move artifacts in a planning folder up and down to reflect the order in which they should be addressed.
📄️ Move a Planning Folder
A planning folder's position may reflect scheduling changes in relation to the work contained in other planning folders.
📄️ Export Planning Folder Artifacts
To use the contents of artifacts from a planning folder in other applications, export them to a CSV, XML, XSLX formats or tab-delimited file.
📄️ Manage Statuses for a Planning Folder
To help team members understand how to work with a planning folder, create statuses for it that correspond to the planning folder's life cycle.