# Getting Started

First time planning in Aphex? Start here

## <img src="https://2273109354-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLu0mYklsCTm7XQm3ZGqv%2Fuploads%2FWHGjuanVlmOHA4cZ8aYQ%2F1%20Grey.svg?alt=media&#x26;token=56471c5f-ac0f-4afb-9149-453a36097a85" alt="" data-size="line">  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:

<div align="left"><figure><img src="https://2273109354-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLu0mYklsCTm7XQm3ZGqv%2Fuploads%2FlLNpqY6zHHqBmTpLJveO%2FNav%20Bar.svg?alt=media&#x26;token=e1ac5854-b9c7-4443-82d6-3d09e9d1ef1e" alt=""><figcaption></figcaption></figure></div>

* Add and remove Filters <img src="https://2273109354-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLu0mYklsCTm7XQm3ZGqv%2Fuploads%2FpQInryx8SMioICZvGrXj%2FView%20Sub%20Nav%20Buttons%20(4).svg?alt=media&#x26;token=e004a1e0-2a17-4c22-8844-e6524f6b19c8" alt="" data-size="line">  to reveal relevant Tasks
* Change the Date Range <img src="https://2273109354-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLu0mYklsCTm7XQm3ZGqv%2Fuploads%2FaH3HqMoWsCGj5GAfnIJD%2FView%20Sub%20Nav%20Buttons%20(1).svg?alt=media&#x26;token=9a8692f8-929e-41de-ab45-3cfd94956da2" alt="" data-size="line"> to view Tasks occurring within a particular timeframe
* Update the Grouping <img src="https://2273109354-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLu0mYklsCTm7XQm3ZGqv%2Fuploads%2F64v5O1IPPfBwBOGdqtin%2FView%20Sub%20Nav%20Buttons%20(2).svg?alt=media&#x26;token=0f843f03-abb7-4176-9f0f-40b9a6688ab9" alt="" data-size="line"> to change how Tasks are organised in your Plan &#x20;
* 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&#x20;

<details>

<summary><img src="https://2273109354-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLu0mYklsCTm7XQm3ZGqv%2Fuploads%2FWHGjuanVlmOHA4cZ8aYQ%2F1%20Grey.svg?alt=media&#x26;token=56471c5f-ac0f-4afb-9149-453a36097a85" alt="" data-size="line">  Full How-To Guides</summary>

Learn to navigate the four different View types;

<a href="features/gantt" class="button secondary">Gantt</a> <a href="features/board" class="button secondary">Board</a> <a href="features/map-and-clashes" class="button secondary">Map</a> <a href="features/list" class="button secondary">List</a>

See how to <a href="../features/view-controls#create-a-new-view" class="button secondary">Create your Own View</a> or <a href="../features/view-controls#create-a-new-view" class="button secondary">Open a Shared View</a> to see Views your Team have already built

</details>

## <img src="https://2273109354-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLu0mYklsCTm7XQm3ZGqv%2Fuploads%2Fx4scw3mIcnyLsn8g8MmY%2F2%20Grey.svg?alt=media&#x26;token=f6db6b12-c9fd-4d08-bae0-e141912069da" alt="" data-size="line">  Creating & Editing Tasks

***

Next up: start adding **new Tasks** or **editing** existing ones.

<figure><img src="https://2273109354-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLu0mYklsCTm7XQm3ZGqv%2Fuploads%2FRREPmLygq0kTyHNsAthb%2FEdit%20Tasks%20(1).svg?alt=media&#x26;token=ec1a7120-089b-4840-934f-0c4ca7530873" alt=""><figcaption></figcaption></figure>

* Add Tasks inside your project's existing structure by clicking `Add Task`
* Open the Column Picker  ![](https://2273109354-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLu0mYklsCTm7XQm3ZGqv%2Fuploads%2FzL0Rd4SBxOU4wVPPr6VC%2FFrame%2014.svg?alt=media\&token=a64637ee-3b9b-490a-86a1-72ebe84b78f9)  to view and edit Task information
* Select tasks ![](https://2273109354-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLu0mYklsCTm7XQm3ZGqv%2Fuploads%2FUmk4xHroFcifJzozWIty%2FGrab%20Select.svg?alt=media\&token=2d16c5b8-ca42-4e97-882e-f4bb8c21a5d8) and use the multi-select <img src="https://2273109354-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLu0mYklsCTm7XQm3ZGqv%2Fuploads%2FucCcfcVzp8eseURs7nEO%2FFAB%20Edit%20Properties.svg?alt=media&#x26;token=6e0d8bec-04f2-4be9-a3eb-763282f686aa" alt="" data-size="line"> to apply edits in bulk
* Draw links ![](https://2273109354-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLu0mYklsCTm7XQm3ZGqv%2Fuploads%2F31xt2cxyZNAiJj0opYXc%2FLink%20Creation.svg?alt=media\&token=2e729887-708f-45ec-951f-c90197bcc6c8)  between your Tasks to create relationships&#x20;
* Drag Task Bars ![](https://2273109354-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLu0mYklsCTm7XQm3ZGqv%2Fuploads%2FsdUthG83Bbw0u5KrQxTk%2FMove%20Bar.svg?alt=media\&token=8e614848-0aee-4ba8-b054-3b50b079c52e) to adjust dates & sequences&#x20;

<details>

<summary><img src="https://2273109354-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLu0mYklsCTm7XQm3ZGqv%2Fuploads%2Fx4scw3mIcnyLsn8g8MmY%2F2%20Grey.svg?alt=media&#x26;token=f6db6b12-c9fd-4d08-bae0-e141912069da" alt="" data-size="line">  Full How-To Guides</summary>

See how to <a href="../features/tasks#creating-tasks" class="button secondary">Create Tasks</a> or how to <a href="../features/tasks#editing-tasks" class="button secondary">Edit Tasks</a>

Experiment with adding your <a href="../features/clashes-and-work-area#marking-up-a-work-area" class="button secondary">Tasks to the Map</a> or <a href="../features/materials#assigning-materials" class="button secondary">Allocating Materials</a>

Learn to <a href="../features/relationship-links#drawing-relationship-links" class="button secondary">Create Relationship Links</a>

Understand how <a href="../account-and-task-properties" class="button secondary">Task Permissions</a> impact what you can edit

</details>

## <img src="https://2273109354-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLu0mYklsCTm7XQm3ZGqv%2Fuploads%2Fz0xFokg3mMNUa5YFeFPq%2F3%20Grey.svg?alt=media&#x26;token=8c7ad95f-9887-4530-8006-d8b807c108da" alt="" data-size="line">  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**.

<figure><img src="https://2273109354-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLu0mYklsCTm7XQm3ZGqv%2Fuploads%2FfsOHrmhK4RoXX9EyApbl%2FMake%20Ready%20(1).svg?alt=media&#x26;token=c878cf12-b3de-4e8f-ba24-ba33347be204" alt=""><figcaption></figcaption></figure>

* Check the upcoming deadline <img src="https://2273109354-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLu0mYklsCTm7XQm3ZGqv%2Fuploads%2FqNGHHngv6jAdEODt9y0f%2FPublication%20Button%20(2).svg?alt=media&#x26;token=7d7f53ee-52e2-4f35-8c52-e5275c0fcadb" alt="" data-size="line"> 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 <img src="https://2273109354-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLu0mYklsCTm7XQm3ZGqv%2Fuploads%2FfuCd5luKZJ23vf4yg4GV%2FPublication%20Button%20(1).svg?alt=media&#x26;token=3f48930c-8173-4160-b438-ce446a9a9fe2" alt="" data-size="line">

<details>

<summary><img src="https://2273109354-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLu0mYklsCTm7XQm3ZGqv%2Fuploads%2Fz0xFokg3mMNUa5YFeFPq%2F3%20Grey.svg?alt=media&#x26;token=8c7ad95f-9887-4530-8006-d8b807c108da" alt="" data-size="line">  Full How-To Guides</summary>

What is a <a href="features/published-versions-and-shared-plans" class="button secondary">Weekly Published Version</a>

Learn how to complete <a href="../features/readying-and-reviewing-plans#unresolved-issues" class="button secondary">Missing Data</a> and <a href="../features/clashes-and-work-area#identifying-clashes-in-the-plan" class="button secondary">Resolve Clashes</a>

See how to <a href="../features/readying-and-reviewing-plans#make-ready" class="button secondary">Ready your Plan</a>

</details>

## <img src="https://2273109354-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLu0mYklsCTm7XQm3ZGqv%2Fuploads%2F8spmtZY3piARidsDCwrR%2F4%20Grey.svg?alt=media&#x26;token=355fe092-0b22-4c78-aa59-ebf7e6706f03" alt="" data-size="line">  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.

<figure><img src="https://2273109354-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLu0mYklsCTm7XQm3ZGqv%2Fuploads%2Flo1xnh2m3t3jC5t0eewo%2FPrint%20Map.svg?alt=media&#x26;token=a255f4c1-4236-48db-a672-f269b7e1531c" alt=""><figcaption></figcaption></figure>

* Copy the public URL to your Weekly Version and share with non-Aphex users
* Open <img src="https://2273109354-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLu0mYklsCTm7XQm3ZGqv%2Fuploads%2FSNTOMbQrVpG7dcvB4Rv5%2FView%20Sub%20Nav%20Buttons%20(5).svg?alt=media&#x26;token=8f4a1cfb-c0e8-4054-8843-f0bf8f57de38" alt="" data-size="line"> and select `Print View` to generate a PDF&#x20;
* Under View Options you'll also find `Export Tasks to CSV`&#x20;

<details>

<summary><img src="https://2273109354-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLu0mYklsCTm7XQm3ZGqv%2Fuploads%2F8spmtZY3piARidsDCwrR%2F4%20Grey.svg?alt=media&#x26;token=355fe092-0b22-4c78-aa59-ebf7e6706f03" alt="" data-size="line">  Full How-To Guides</summary>

Learn how to <a href="../features/published-versions-and-shared-plans#shared-published-versions" class="button secondary">Share an Interactive Copy</a> of the plan with anyone

See how to <a href="features/printing" class="button secondary">Print your Plan</a>

Check out how to export your <a href="../features/imports-and-exports#exporting-live-plans" class="button secondary">Tasks to CSV</a> and <a href="../features/imports-and-exports#exporting-resources" class="button secondary">Resource Demand to CSV</a>&#x20;

</details>

## <img src="https://2273109354-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLu0mYklsCTm7XQm3ZGqv%2Fuploads%2F9OJodh5gXwsZtz47NemJ%2F5%20Grey.svg?alt=media&#x26;token=ef387f89-206c-4bb3-8e65-95f2165dd70b" alt="" data-size="line">  Record and Track Progress

***

As work proceeds and the plan changes, keep your tasks up to date by **recording delays** and **improvements.**

<figure><img src="https://2273109354-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLu0mYklsCTm7XQm3ZGqv%2Fuploads%2FGGnjxENjA0Nyco60OcoT%2FProgress.svg?alt=media&#x26;token=c6755c64-3aee-44fc-b144-4ede67e664a3" alt=""><figcaption></figcaption></figure>

* Extend your Promised Tasks or use the Thumbs Down <img src="https://2273109354-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLu0mYklsCTm7XQm3ZGqv%2Fuploads%2FZpw6cJW8Cg2BiiaJP5Ua%2FStatus%20Buttons.svg?alt=media&#x26;token=af2f2296-758f-428c-b53f-c71328d40ced" alt="" data-size="line"> to log a delay
* Use the Thumbs Up <img src="https://2273109354-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLu0mYklsCTm7XQm3ZGqv%2Fuploads%2FchCxB5F5DtZMdrwKapVr%2FStatus%20Buttons%20(1).svg?alt=media&#x26;token=ee482101-22de-4722-85dd-1c5fb56da4bd" alt="" data-size="line"> to log an Improvement or On Schedule
* Mark Tasks as completed by changing the Status to <img src="https://2273109354-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLu0mYklsCTm7XQm3ZGqv%2Fuploads%2FGPgdrBmmSthtWuYnHfcH%2FTag.svg?alt=media&#x26;token=8ac0601a-7b14-4010-a936-ab5fa6aa0bb8" alt="" data-size="original">
* Open <img src="https://2273109354-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLu0mYklsCTm7XQm3ZGqv%2Fuploads%2FrG483tQu3ZGYIlP5D1Lq%2FView%20Sub%20Nav%20Buttons%20(6).svg?alt=media&#x26;token=e9e3bccb-b93e-43ec-b54d-3f3bc509f5f3" alt="" data-size="line"> to turn on the Baseline <img src="https://2273109354-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLu0mYklsCTm7XQm3ZGqv%2Fuploads%2FD54bJYmmp4fDmsfPFtun%2FGroup%20143724554.svg?alt=media&#x26;token=7f2ab2db-3f79-4263-b891-10d77d936848" alt="" data-size="line"> to compare the live plan to previous weeks&#x20;

<details>

<summary><img src="https://2273109354-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLu0mYklsCTm7XQm3ZGqv%2Fuploads%2F9OJodh5gXwsZtz47NemJ%2F5%20Grey.svg?alt=media&#x26;token=ef387f89-206c-4bb3-8e65-95f2165dd70b" alt="" data-size="line">  Full How-To Guides</summary>

Start to <a href="../features/status#adding-delays-to-tasks" class="button secondary">Record Delays</a> and <a href="../features/status#adding-improvements-to-tasks" class="button secondary">Improvements</a>

See how to <a href="../features/how-do-i-promise-tasks#updating-task-status-to-done" class="button secondary">Mark Tasks as Done</a>

Learn to compare the plan by <a href="../features/published-versions-and-shared-plans#compare-the-live-plan-to-a-published-version" class="button secondary">Turning on a Baseline</a>

</details>
