Tutorial: Getting started with Planzone

Thank you for choosing Planzone. Here are some basic explanations to get started with your new project management and collaboration tool. For further information or any other questions about Planzone, please visit as well our Manual, the FAQs and the Glossary.

As you created the Planzone, you are by default the Planzone Administrator. You have all rights and permissions and you are the only one who can upgrade or close your Planzone.

1. Basic structure:

Organisation of Planzone, the online projekt management and collaboration software

A Planzone can have several Projects which are broken down in project phases, called Activities. Milestones mark the day of an important event, like a product release. Project managers (+ Admins) are the only ones who can create and edit these three features.

Documents, Wiki pages (A wiki is a collection of web pages (articles) that a Planzone member can browse and edit. These pages include text, images and links to allow internal and external navigation.), To-dos and Discussions are collaborative tools for all Planzone members.

You can create a new project team out of all Planzone members for any new project.

2. Two Zones

One Zone to manage your own project activities and one zone to collaborate on your projects Your Zone:
This is the zone, where you manage your own actions and get consolidated information about all your projects.

Select a project from the drop down list or the project tab.

One Zone to manage your own project activities and one zone to collaborate on your projects

Project Team Zone:
When you select a project, you’ll be directed in the project zone.

Here you collaborate with the other team members on a specific project, by using documents, wiki pages, discussions and to-dos.

3.Break down your project into activities:

Project phases in Planzone are activities, break down you project into main project phases

The project schedule is designed to help you break down your project into activities (and sub-activities if needed) to get a timeline view of your project.

This is a high-level organization of your project that usually shows the major project phases. Enter these major phases first. You can always make them more detailed afterwards.

Select your project, choose the Schedule tab and click on “Create a new activity”.

4. Team work:

To-do list with assignees and the break down of the project into activities

A to-do is a task that has to be completed. It can have a priority or due date and might be assigned to one or more project team members. It can be left unassigned, which means that any project team member can complete it.

On the left you see the activity structure of your project. You can organize your to-dos by activity (consider an activity as “to-do list”).

Select your project, choose the To-dos tab and click on “Create a new to-do”.

5. Communication

You can communicate via discussions or leave detailed descriptions about to-dos, activities and documents for your team members. You can as well publish wiki pages on the internet or send timelines as secured link via e-mail to non-Planzone members such as partners, friends or contractors. Furthermore you get automatic notifications (alerts or e-mails) of important actions that affect your projects.

Every 2 months the Planzone development team releases an enhanced version of Planzone, which is based on your feedback and comments – so stay with us and profit from an agile and responsive team! www.planzone.com