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;

Gantt Board Map List

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