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Daily Plans

Plan daily work by assigning tasks to specific calendar days. Each employee can create daily plans to organize their workload.

Overview​

Daily plans provide a structured way to:

  • Plan tasks for specific dates
  • Track daily progress and completion rates
  • View team daily plans for coordination
  • Link tasks across multiple plans

Creating a Daily Plan​

  1. Navigate to Tasks → Daily Plans
  2. Select a date
  3. Add tasks from your project backlog
  4. Set the plan status

Plan Statuses​

StatusDescription
OpenPlan is scheduled, not yet started
In ProgressCurrently working on planned tasks
CompletedAll planned tasks completed

Views​

My Plans​

View your own daily plans with task assignments and progress.

Team Plans​

View daily plans for all team members to coordinate workload and identify blockers.

Employee Plans​

Managers can view any employee's daily plans for oversight.

Task Management​

ActionDescription
Add task to planAssign an existing task to the day
Remove task from planRemove task from current plan
Remove task from multiple plansBulk remove a task from several days

Integration with Task Views​

Daily plans integrate with other task views:

  • Daily View in task management shows today's planned tasks
  • Tasks assigned to daily plans show a calendar indicator
  • Completed daily plan tasks update the main task status

Data Model​

interface IDailyPlan {
  id: string;
  date: Date;
  status: DailyPlanStatusEnum;
  employeeId: string;
  tasks?: ITask[];
  organizationId: string;
  tenantId: string;
}

API Reference​

See Daily Plan Endpoints for the complete API documentation.