# Getting Started
First time planning in Aphex? Start here
## Getting Around
***
Switch between Views to see the Plan the way you need - this could be anything from your own Tasks, to upcoming Milestones, or Tasks with delays from a specific subcontractor over the last 7 days. Each View lets you filter, group, and set a date range that fits.
The main **navigation controls** live at the top of the page:
* Add and remove Filters to reveal relevant Tasks
* Change the Date Range to view Tasks occurring within a particular timeframe
* Update the Grouping to change how Tasks are organised in your Plan
* Swap between the Gantt, Map, List & Board View tabs that are open at the top of your page
* Create your own Views for personal use, or to share with your Team
Full How-To Guides
Learn to navigate the four different View types;
GanttBoardMapList
See how to Create your Own View or Open a Shared View to see Views your Team have already built
## Creating & Editing Tasks
***
Next up: start adding **new Tasks** or **editing** existing ones.
* Add Tasks inside your project's existing structure by clicking `Add Task`
* Open the Column Picker  to view and edit Task information
* Select tasks  and use the multi-select to apply edits in bulk
* Draw links  between your Tasks to create relationships
* Drag Task Bars  to adjust dates & sequences
Full How-To Guides
See how to Create Tasks or how to Edit Tasks
Experiment with adding your Tasks to the Map or Allocating Materials
Learn to Create Relationship Links
Understand how Task Permissions impact what you can edit
## Ready your Plan
***
Once your Tasks are up to date, mark your plan as ‘**Ready**’ to show your team it’s good to go for the **Weekly Published Version**.
* Check the upcoming deadline in the top-right for when you have to be Ready by. Typically this will line up with your existing short-term planning cycle.
* Resolve any `Missing Data`, `Clashes` or `Overdue Blockers`
* Once you're happy to be accountable for your plan, you can mark your Tasks as Full How-To Guides
What is a Weekly Published Version
Learn how to complete Missing Data and Resolve Clashes
See how to Ready your Plan
## Share your Plan
***
Once your Admin publishes the official Weekly Version, you can **share the plan with anyone**, even if they’re not using Aphex.
* Copy the public URL to your Weekly Version and share with non-Aphex users
* Open and select `Print View` to generate a PDF
* Under View Options you'll also find `Export Tasks to CSV`
Full How-To Guides
Learn how to Share an Interactive Copy of the plan with anyone
See how to Print your Plan
Check out how to export your Tasks to CSV and Resource Demand to CSV
## Record and Track Progress
***
As work proceeds and the plan changes, keep your tasks up to date by **recording delays** and **improvements.**
* Extend your Promised Tasks or use the Thumbs Down to log a delay
* Use the Thumbs Up to log an Improvement or On Schedule
* Mark Tasks as completed by changing the Status to
* Open to turn on the Baseline to compare the live plan to previous weeks
Full How-To Guides
Start to Record Delays and Improvements
See how to Mark Tasks as Done
Learn to compare the plan by Turning on a Baseline
---
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Getting Around
***
Switch between Views to see the Plan the way you need - this could be anything from your own Tasks, to upcoming Milestones, or Tasks with delays from a specific subcontractor over the last 7 days. Each View lets you filter, group, and set a date range that fits.
The main **navigation controls** live at the top of the page:
.svg?alt=media&token=e004a1e0-2a17-4c22-8844-e6524f6b19c8)
to reveal relevant Tasks
* Change the Date Range .svg?alt=media&token=9a8692f8-929e-41de-ab45-3cfd94956da2)
to view Tasks occurring within a particular timeframe
* Update the Grouping .svg?alt=media&token=0f843f03-abb7-4176-9f0f-40b9a6688ab9)
to change how Tasks are organised in your Plan
* Swap between the Gantt, Map, List & Board View tabs that are open at the top of your page
* Create your own Views for personal use, or to share with your Team
Creating & Editing Tasks
***
Next up: start adding **new Tasks** or **editing** existing ones.
.svg?alt=media&token=ec1a7120-089b-4840-934f-0c4ca7530873)
to apply edits in bulk
* Draw links  between your Tasks to create relationships
* Drag Task Bars  to adjust dates & sequences
Ready your Plan
***
Once your Tasks are up to date, mark your plan as ‘**Ready**’ to show your team it’s good to go for the **Weekly Published Version**.
.svg?alt=media&token=c878cf12-b3de-4e8f-ba24-ba33347be204)
.svg?alt=media&token=7d7f53ee-52e2-4f35-8c52-e5275c0fcadb)
in the top-right for when you have to be Ready by. Typically this will line up with your existing short-term planning cycle.
* Resolve any `Missing Data`, `Clashes` or `Overdue Blockers`
* Once you're happy to be accountable for your plan, you can mark your Tasks as .svg?alt=media&token=3f48930c-8173-4160-b438-ce446a9a9fe2)
Share your Plan
***
Once your Admin publishes the official Weekly Version, you can **share the plan with anyone**, even if they’re not using Aphex.
.svg?alt=media&token=8f4a1cfb-c0e8-4054-8843-f0bf8f57de38)
and select `Print View` to generate a PDF
* Under View Options you'll also find `Export Tasks to CSV`
Record and Track Progress
***
As work proceeds and the plan changes, keep your tasks up to date by **recording delays** and **improvements.**
to log a delay
* Use the Thumbs Up .svg?alt=media&token=ee482101-22de-4722-85dd-1c5fb56da4bd)
to log an Improvement or On Schedule
* Mark Tasks as completed by changing the Status to 
* Open .svg?alt=media&token=e9e3bccb-b93e-43ec-b54d-3f3bc509f5f3)
to turn on the Baseline 
to compare the live plan to previous weeks