A block's actions and its derived progress

Every block can carry a list of actions to do — a task's own "comments". As soon as a block has at least one action, its progress is no longer a value you set by hand: it's derived from how many actions are done.

Opening a block's actions

Right-click a block › Actions… (shortcut A once the block is selected) opens the Actions tab in the right-hand panel. The block's title and its progress ("n/total · percentage%") show at the top, with a Kanban / List display choice.

Adding, moving, completing an action

At the bottom of the panel, the Add an action… field creates a new "to do" action. Each action carries:

• a title,
• someone responsible, picked from Assign to… (the action's "…" menu): you, the schedule's members by name — the owner, the administrators, the contributors, the readers —, a free-text name already in use, or Another name… for someone without an account. The owner and administrators also find Invite someone… there: an email and a role, the same invitation as Settings › Sharing — the invitation goes out (seven days), and the action can be assigned to the person once they have accepted it: even when known to PalmaPlan, they aren't a member before that, and Assign to… never offers someone pending; the email of an existing member, though, gets the action right away. Agents aren't picked there: an agent assigns itself an action through its tools, and the card then names it,
• Context — a bullet outline to spell out the task: Enter opens a bullet, Tab / Shift+Tab indent it, you drag a bullet by its dot to move it with its branch, Ctrl+↑/↓ collapses; the “…” to the left of a line (or a click on its bullet) opens its menu: Turn into… (heading, to-do, number, paragraph), Turn into an action (an action of the same block, its sub-lines as context), Turn into an activity (a table row), Move to… another action; typing / opens a palette of the same commands, filtered by what you type next. An attachment can be embedded in the context (menu, palette, or by pasting or dropping a file): an image as a thumbnail, a PDF with its preview, each with Download; Ctrl+B, Ctrl+I, Ctrl+K for bold, italic and links. Files (PDF, images, Word, Excel, PowerPoint without macros, Markdown; 10 MB at most) can be attached below the context. Agents still read the text: a lightweight-Markdown list,
• the allocated time and the time spent, in days to the tenth (0 to 1000), set through Allocated and spent time… in the action's "…" menu — an empty field means "not estimated" — and shown on the card ("4 d · 3.5 d spent", in red when the time spent exceeds the allocation), while the block's progress still derives from statuses alone; a reader declares the time spent (not the allocation) on the actions assigned to them, through the Time spent button on their card,
• its status buttons.

In Kanban view, three columns — TO DO, DOING, DONE — with, on each card, buttons to move forward (Start, Complete) or back (Reopen). In List view, each action is a line to check off, with the same "…" menu and the same Context link.

A reader neither creates nor changes actions, but checks off the ones assigned to them: in List view, their box can be checked (theirs only); in Kanban view, their card carries a status choice — To do, Doing, Done. They don't move cards, rename or assign anything; Ctrl+Z undoes their check like any other gesture.

Derived progress

From the first action added, the block's progress (shown in the grid and on the block itself) becomes actions done / total actions and stops being editable by hand — the manual progress field closes. Deleting the last action gives the block back a free progress value, editable directly again.

The project's Kanban tab

A project has four tabs, under the schedule's bar: Schedule (the Gantt chart), Kanban, Agenda and Analytics. Each has its own address — /s/:id, /s/:id/kanban, /s/:id/agenda, /s/:id/analyses —: Back, a reload or a shared link reopen the right tab, and a Ctrl+click opens it in another browser tab. Switching between them reloads nothing: other people's live changes apply to all four. With the keyboard, the left and right arrows move from tab to tab, Home and End go to either end.

The Kanban tab shows the actions of the whole schedule, in three columns — To do, Doing, Done —, each card naming the block that carries it. Within a column, cards go block by block, the block that starts first coming first. They are the same cards as in the Actions panel: dragging a card to another column changes its status, and its block's progress follows; it only moves among the actions of its own block. You don't create actions there — an action belongs to a block, and is added from that block's Actions panel. A viewer only changes the status of the actions assigned to them; no other gesture is offered.

The members' absence Agenda has become a project tab too: see Absences: My absences, the Agenda, risks. Analytics has its own guide: Analytics: the project's pivot table.

What happens when you get it wrong

• A status changed by mistake: click the reverse button (Reopen after Complete, for instance) — every status change is also a command in the journal, undone by Ctrl+Z.
• An action deleted by mistake when it was the block's only one: progress becomes free again; Ctrl+Z brings back the action and the derived progress in one go.

What this page doesn't cover

• Drawing and linking blocks: see The timeline: blocks, links and milestones.
• A "Progress" column in the left panel: a separate computed column, see The grid and columns.
• Commenting on a block (a discussion, not a task to check off): see Comment threads.