Basic User

Users who can add and update their tickets to build collaborative plans.

Michael Sullivan avatar Carly Griffin avatar Jason Lyon avatar +1
15 articles in this collection
Written by Michael Sullivan, Carly Griffin, Jason Lyon and 1 other

Add and Save Tickets

Add Tasks, Constraints, and Milestones tickets to build a plan
Carly Griffin avatar
Written by Carly Griffin
Updated over a week ago

Basic User FAQ

Frequently Asked Questions regarding basic users
Sarah Cusack avatar
Written by Sarah Cusack
Updated over a week ago

Edit Tickets

How to edit tasks, constraints, and milestones
Jason Lyon avatar
Written by Jason Lyon
Updated over a week ago

Move tickets

Adjust ticket position in the plan view
Jason Lyon avatar
Written by Jason Lyon
Updated over a week ago

Update Ticket Status

Mark tickets as completed On-Time, Early, or Late
Jason Lyon avatar
Written by Jason Lyon
Updated over a week ago

Glossary Terms for Basic Users

Touchplan terms that every basic user should know
Sarah Cusack avatar
Written by Sarah Cusack
Updated over a week ago

View Live Crew Sizes

View daily crew sizes in a plan and across a project to promote efficient planning
Carly Griffin avatar
Written by Carly Griffin
Updated over a week ago

Task Workdays

Customize which days on individual tasks are classified as workdays or non-workdays
Jason Lyon avatar
Written by Jason Lyon
Updated over a week ago

Pan or Zoom in a Plan

Navigate around the screen to pan or zoom in a plan
Jason Lyon avatar
Written by Jason Lyon
Updated over a week ago

Undo

How to undo a change made within a plan
Carly Griffin avatar
Written by Carly Griffin
Updated over a week ago

Text Search

Use keywords to find tickets in a plan, ticket, or report filter
Michael Sullivan avatar
Written by Michael Sullivan
Updated over a week ago

Constraints

Manage Constraints in Touchplan
Jason Lyon avatar
Written by Jason Lyon
Updated over a week ago

Ticket Font Size

Change Font Size on tickets to make descriptions more visible
Jason Lyon avatar
Written by Jason Lyon
Updated over a week ago

Align Rows of Tickets

Auto-align and organize groups of tickets in a plan
Jason Lyon avatar
Written by Jason Lyon
Updated over a week ago

Add and Remove Predecessor Links

Build predecessor links to establish critical relationships between tickets
Carly Griffin avatar
Written by Carly Griffin
Updated over a week ago