Plan your day in Planner

Collect Action Items in Planner, drag them onto your schedule to block time, and see how issues assigned to you arrive there.

Planner is your personal list of things to do and the hours you plan to spend on them. Tridge calls each entry an Action Item.

The Planner screen

Part	What it shows
Navigator	Unplanned, Planned and All, then a month calendar that marks the days with a Due date or with Scheduled time. Select a day to see that day.
List	Your Action Items for the view you picked, with the box where you add new ones.
Schedule	Three days, hour by hour, starting with Today.

Unplanned lists Action Items with no time scheduled.
Planned lists the ones that have time on the schedule.
All shows both, and the ones you have finished under Done.

Add an Action Item

Open Planner.
Click the box that reads Add Action Item, press Enter to save.
Type what you need to do and press Enter.

Select an Action Item to open it. There you can change its title, add a description, set a priority (No priority, Low, Medium, High or Urgent) and a due date, and choose who can see it on your calendar.

Block time for it

Drag the Action Item from the list onto the schedule, at the day and hour you want.
Tridge creates a 30-minute block there. Drag the block's edge to make it longer or shorter.

The Action Item moves from Unplanned to Planned. You can give one Action Item several blocks.

Finish it

Check the box beside an Action Item when it is done. It moves to Done in the All view.

Where Action Items come from

You add some yourself. Others arrive because of work elsewhere in Tridge.

Source	What happens
An issue assigned to you	In a classic project, an issue that is assigned to you and is in Todo or In Progress appears in your Planner as an Action Item.
A checklist line	A line of an Action item list in a document or an issue description that is assigned to you appears in your Planner. Checking it in either place checks it in both.

What Planner does for an issue

When you schedule the first block for an issue's Action Item, an issue that is still in Backlog or Todo moves to In Progress.
When you check the Action Item off, the time you scheduled for it is added to the issue as a time report, rounded to the nearest 15 minutes.
When that was the issue's last open Action Item, the issue moves on to its next status.

See your team's plans

Team on the application rail shows the time your teammates have blocked. See Contacts and Team.

Good to know

An Action Item has no reminder of its own. Use its due date and the month calendar to keep track.
The Calendar button on the right edge of the window opens a calendar beside whatever you are working on.
Notifications about your Action Items arrive in the Inbox.