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Create, Edit, and Delete Planning Elements — Activities and Milestones

In InLoox, a project plan consists of activities (shown as bars in the Gantt chart) and milestones (shown as diamond shapes). Multiple activities can be grouped into summary activities.

Types of Planning Elements​

  • Activity — A single task or work package with a defined start date, end date, and duration.
  • Summary Activity — A parent element that groups multiple activities together. Its duration is automatically calculated from the child elements.
  • Milestone — A significant event or checkpoint in the project schedule. Milestones have only a date and no duration.

Create Activities and Milestones​

  1. Open InLoox Web App and navigate to your project.
  2. Click on the Planning tab — the planning list appears on the left and the Gantt chart on the right.
  3. To add an activity, click New Activity. To add a milestone, click New Milestone.
  4. Enter a title for the new element. If you don't set start or end dates, InLoox schedules the element based on the project's creation date. Activities default to a one-day duration (8 work hours).
tip

You can also convert an activity into a milestone (and vice versa) by right-clicking the element and selecting the conversion option in the context menu.

Edit Planning Elements​

To edit an activity or milestone:

  1. Click the element in the planning list or Gantt chart.
  2. Click the pencil icon next to the element name, or right-click and select Edit.
  3. A side panel opens where you can change the name, duration, start/end dates, constraints, resources, and other attributes.

Create Summary Activities​

Summary activities group several related activities together:

  1. Create the individual activities first.
  2. Select the activities you want to group (hold Ctrl to select multiple).
  3. Use the Indent button in the toolbar (or right-click and select Indent) to nest the selected activities under a parent element, which becomes the summary activity.

The summary activity's duration automatically spans from the earliest start date to the latest end date of its child activities.

Create Sub-Activities​

To create a sub-activity within a summary activity:

  1. Select the summary activity under which you want to add a child element.
  2. Click the Add button or use the keyboard shortcut.
  3. The new activity is added as a child element of the selected summary activity.

Change the Order of Planning Elements​

You can reorder planning elements using drag and drop in the planning list. Simply click and drag an element to its new position.

Delete Planning Elements​

To delete planning elements:

  1. Select one or more activities or milestones (hold Ctrl to select multiple).
  2. Right-click and choose Delete.
warning

Deleting a summary activity also deletes all of its subordinate activities. This action cannot be undone if auto-save is enabled.

Highlight Planning Elements​

To visually highlight important planning elements, you can assign colors:

  1. Select one or more planning elements.
  2. Right-click and select Highlight from the context menu.
  3. Choose a color for the selected elements.

Highlighted elements are displayed with the chosen color in both the planning list and the Gantt chart, making important tasks immediately recognizable.

See Also​