How project planning can be done effectively using KTern.AI-Workbook ?

How project planning can be done effectively using KTern.AI-Workbook ?

KTern.AI-Workbook provides you with the option of updating your project using the workbook. Timeline in the Project Hub is a place where users can add and edit tasks in the auto-generated project plan.

The workbook is a view similar to excel sheet where all the tasks are listed within their respective phase, work package, status and planned and actual dates. This workbook is meant for adding, assigning and updating the status of tasks easily.

You can navigate to the Workbook by following the Digital Projects->Project Hub -> Timeline

Working with Timeline:
The Workbook allows working with huge number of tasks and timeline activities in a quick edit mode. 

General Guidelines

  1. Status / Owner for Phases and Work packages -Only users with the SUPER access will be able to modify the project plan in the workbook which also involves the updating status and assigning owners.

  2. One Task per row- Please make sure that there is only one task item per row, Multiple Task Names in a single row will throw an error message.

  3. Avoid blank row - Please make sure that there is no row left between the rows, else it will throw error will throw an error message.

  4. Save - After every update in the workbook, please make sure the save button is clicked.

Creation of Tasks

The Workbook allows creation of tasks in multiple ways:
  1. Insert New Row: A New Task can be added to workbook by right clicking on workbook which will reveal the context menu, the user can click on Insert Row to insert a new row below. Similarly, the user can also Insert 10 Rows if in case a need occurs.

  2. Copy from Excel: In other ways, a user can copy from Excel and paste the same in the workbook, the workbook will create the tasks automatically based on the number of excel rows.

Updating Tasks 

  1. Using Inline Edits: The user can double click on the cells that needs an edit and based on the cell type, the user will either be able to edit the text, change date or select an option

  2. Copy from Excel: The User can also copy from Excel and paste the same in the workbook, the preferred copy format from the excel for the date columns would be YYYY/MM/DD.
  3. Copy within Workbook: The user can copy a cell and select a range of cells and paste the same to update multiple items just like how it can be done in an excel workbook.

To Select a range, Select a cell, drag your mouse while holding the left click button. 

Filtering Tasks

The workbook comes with the functionality that allows filtering of tasks by a condition. It can be Text Filter, Date Range Filter, Dropdown Filter. Use the filter rows to specify the filter conditions that results in only the filtered data being shown in the workbook.

Show/Hide Column 

In Addition, the user can also optionally hide the row functionality by clicking on the top right corner of the workbook and click on Columns button

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