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

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

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

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

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