Planning Settings

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Configure Planning RAG Status Descriptions

In the Planning module, tasks, task groups, and projects have a RAG status. While you cannot customize the colors of the status, you can customize ...

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Configure Task Priority Display Names

Tasks can be assigned a priority of one to three stars. You are able to customize the text associated with those stars. In the lower left corner, c...

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Set a Default Task Group Sort

You are also able to group a project's similar tasks into task groups. Task groups are unique to the project they are in, although each project wil...

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Configure Milestone Names

When creating a milestone, you choose a categorization or level: Gold, Silver and Bronze. These levels can be renamed depending on your organizatio...

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Set Rules to Automatically Update RAG

You are able to set rules to update the RAG on tasks to Amber or Red based on the task's start date or due date. This is useful to ensure that over...