You can edit the workflow directly in WorkPlanner.

Add a new activity

1.Right-click a task in the calendar view and select Edit Workflow. A dialog box opens.

2.Press Create new activity for the task.

3.Select the activity type and press OK.

4.Under the tab Activity, enter the planned start and end dates.

5.Press OK.

Add a new milestone

1.Right-click a task in the calendar view and select Edit Workflow. A dialog box opens.

2.Press Create new milestone for the task.

3.Select the milestone type and press OK.

4.Enter the planned date.

5.Press OK.

Delete an existing activity or milestone

1.Right-click a task in the calendar view and select Edit Workflow. A dialog box opens.

2.Highlight the activity you want to delete and press Delete object. The activity is deleted from the list.

Change certain attributes of an activity

1.Right-click a task in the calendar view and select Edit Workflow. A dialog box opens.

2.Change the attribute.

3.Press OK. The change is updated directly in the view.

Sort the activity order

1.Right-click a task in the calendar and select Edit Workflow. A dialog box opens.

2.Sort the activity order by dragging and dropping an activity in the list to the desired location in the feed. The change is updated directly in the calendar view.