Achieve Planner

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Achieve Planner Getting Started Tutorials

Achieve Planner Training > Getting Started Tutorials > Tutorial # 4

Tutorial # 4 - Using the Projects Tab

Overview

The Projects tab gives you a great overview of all your existing projects, either across all your result areas or filtered to only show the projects of a specific result area.

Only projects and sub-projects are displayed in the Projects tab. If you want to see both projects and their tasks together, you need to use the Outline tab.

The projects tab is also useful for prioritizing existing projects or creating new projects and/or sub-projects.

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Q & A

Q: Why/when would you use the Projects tab instead of the Outline tab?

There is no specific reason why you need to use the Projects tab instead of the Outline tab.

The projects tab can give you a good overview of all your existing projects and you can use it to give you an idea of everything that is on your plate.

There are also convenient navigation commands between the Projects tab and the Tasks tab:

  • Actions -> View Tasks (Ctrl+T) view the tasks of the selected project in the Tasks tab

  • Actions -> View Project (Ctrl+Shift+J) view the project of the selected task in the Projects tab

The project tab can also display different views and fields, some of which are not available in the Outline tab.

I personally spend most of my time working from the the Tasks tab, the Weekly Schedule tab, and the Projects tab in that order.

It all comes down to your personal preference.

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