1.1. How to get started with LogicalPlan

Welcome to LogicalPlan!

This article will teach you the fastest way to get the most out of the LogicalPlan app and all of its key features. We will discuss the basics to get you started with using LogicalPlan to its full potential.

Whether you are the first person in your organization or you have hired a new team within an existing organization that is already using the app, we will help you through how to use LogicalPlan.

At the very beginning of the registration, you will go through a short onboarding process in the form of a video. Use it to invite your work team, start your first workspace, and add the first task in LogicalPlan. Once you have finished or skipped the onboarding video, we can start planning projects together.

4 views of the workspace in a nutshell

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The control panel

The sidebar is a launching point for key actions and is part of all four workspace views. Here you can check and respond to notifications. “My Tasks” is where you can see all tasks assigned to you and where you can save reports for at-risk work or approvals, for example. It is your own personalized view. In the control panel, we have the entire workspace list at hand. You can find the “Members” section at the bottom of the control panel.

The control panel includes updates as a project/task change notification, and the ability to edit your own profile in LogicalPlan via your avatar.

The control panel includes updates as a project/task change notification, and the ability to edit your own profile in LogicalPlan via your avatar. Say someone changes the due date on a task or adds a new subtask, you’ll be notified in this way so that you’re never left out of the loop when changes occur.

What can I edit in my own profile? You will find 4 tabs. In the Profile, you have the option to edit your personal information and set the default application language. Subscription is for LogicalPlan owners only. In this tab, you can switch from FREE to BUSINESS. Just add a credit card. At this point, you will activate a free 14-day trial BUSINESS.

Then it is up to you whether you leave the payment card paired and you will use the BUSINESS version, or remove the payment card and return to the FREE version. Here’s a quick overview of the payment method, billing information and a list of all invoices if you use the BUSINESS version of LogicalPlan. On the Password tab, you can change your application password at any time and the last section is Notifications. Here you can set different changes sending from the application directly to your email.

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  1. Long term schedule

The long term schedule is a timeline view of the entire project from start to finish. It is based on a clearly defined project management methodology. We especially recommend using the Long term schedule for projects spanning 3 months or more.

This tool gives you the ability to plan a project at two levels independently on. Long term scheduler is designed for strategic project planning.

What is Long term schedule composed of?

When you’re working toward a long-term goal or project, it helps to split it up into more manageable chunks of work and time. The Long term schedule is designed to help you do this. First, define the deliverables you need to produce throughout the project. These are the outputs you need to deliver to progress in the project, such as a marketing plan, a website, or a physical product. The optimum quantity of deliverables to divide your project into is around 5.

During each deliverable stage, you can set-up activities. These are the specific actions you need to take or tasks you need to complete in order to produce that deliverable. You can also define milestones at certain points in the project so that you know what you need to achieve and by when. This helps you track the progress of your project and stay on top of everything.

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2. Mind Map tool

The Mind Map tool is a really simple and visual way to display the project structure in LogicalPlan. Start with your project at the center and expand with everything that needs doing throughout the project. You’ll start with broad categories like, for example, “New ideas” or “Bugs queue” and then get into more detail about specific tasks the further along each branch you go. If you have already created a Long term schedule, the deliverables you have created will be transferred as the first level of the project structure.

The project structure can have any number of levels. Every level of planning is a “task group”. There you can assign specific data as a responsible person, deadlines and so one.

3. Timeline

All tasks from the Mind map tool are transferred to the timeline and BACKLOG. Tasks that have no date are included in the Backlog. The Backlog is an important feature and it is located on the right side of the screen. From here you can simply drag and drop tasks into the timeline.

By showing the timeline at a glance we see how the tasks go in a row and what user is responsible for them. With drag and drop, you can quickly and easily set the schedule for each task. When you move to the task cell, you can manipulate it by extending the task, shortening the task in time or you can create tasks dependencies.

The colors of the tasks play an important role here. Set up your own color system and they will tell you at first sight the progress of the project. For example, a red color will mean a high priority task, a blue color in a process, and a green color to control. The advantage is that you can set up a different color system in each workspace.

4. Task list

Your task list is the default view of the project. It is a table view that consists of task detail fields and custom fields. This allows you to organize your tasks into different categories, such as “in progress” or “high priority”. Some of the fields are already predefined with headlines, but you can add others based on your own requirements. You can then export the data from this view to share with your clients or boss, for example.

Team Workload is easy supervision of member workload across all workspace views.

In all workspace views, you can click to see the Team Workload screen. This is an overview of all members who are part of the workspace with their workload across all projects in LogicalPlan.

Therefore, when assigning tasks, you will have a complete overview of your team’s workload. This will prevent members from becoming overloaded or left with nothing to do, making your planning more efficient. Plus, it will be clear whether the project can be completed by a certain deadline based on the availability of your team. Last but not least, you can quickly and easily reschedule tasks when a team member gets sick or takes unplanned holidays, for example.

We have so far introduced all 4 basic views of the project in LogicalPlan. Are you ready to change your project management process with us? If so, let’s dive in!

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