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;
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 TaskOpen 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,ClashesorOverdue BlockersOnce 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 Viewto generate a PDFUnder 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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