Toolbar

• + New — template picker: Sample Project, Blank Template or 🚀 Quick Draft (generate a starter plan from a rough outline).
• 💾 Save — saves under a name you type (requires sign-in); also remembers the last view tab and Options ▾ toggles.
• 📂 Load — list of saved projects; Load to open, Del to remove.
• 📥 Import — CSV/XLS, a JSON export or MSP/Planview XML; choose Replace all or Merge.
• 🕐 History — version snapshots; Restore or Clear.
• + Row — add a deliverable / module row.
• ↩ ↪ — Undo / Redo (Ctrl+Z / Ctrl+Shift+Z).
• 📤 Export ▾ — PNG, PowerPoint (.pptx), Excel (.xlsx), CSV, JSON (full project) or XML (MSP/Planview).
• ◀ ▶ — add a month before the start / after the end of the timeline.
• Zoom (right of the view tabs, Timeline view only) — − / +, Fit or Reset; also Ctrl+scroll.
• 🤖 AI ▾ — local AI (Ollama): Status review, Risk scan, Health check, Executive summary, Infer dependencies, Find quick wins, query history and settings.
• 👁 Views — switch with the Timeline / Grid / List / Board tabs above the chart; ⚙ Options ▾ — Arrange A/B/C, Today line, Constraints, Outside labels, Compact, Owner/Status columns, Auto-trim, Status/risk overlay, Dependencies, Quick wins, bulk status, re-baseline, bar font.
• Filter… + status dropdown — filter rows by text or RAG status.
• ❓ Help — this guide. 🔐 Sign in — magic link (or Google) to unlock editing.

On the chart

• Click an empty timeline (or right-click a row) → add a phase bar, milestone or constraint
• Drag a bar to move it in time, or to another row (drop over the target deliverable); drag its edges to resize; double-click to edit; right-click for options
• Drag a milestone (horizontally and vertically, across rows); double-click to edit
• Click the RAG dot to cycle status; right-click → Set RAG Status
• Click a badge / owner / status cell to edit it; click the comment cell → read & add comments
• Drag a column edge (label / RAG / owner / comments) to resize that column
• Drag the row reorder handle to reorder rows; drag the bottom edge of the table to resize all rows proportionally
• Right-click the timeline header → add constraint / toggle non-working week / calendar header background
• Right-click a row → edit label/owner, add badge, hide / duplicate / delete, bar font −/+
• Drag a constraint to move; drag its edges to resize; double-click to edit
• Drag the ⇄ handle at the left of the timeline header to shift all phases together

Grid view

• Switch with the Grid tab — every phase and milestone becomes a table row.
• Click a column header to sort (Deliverable, Phase, Start, End, Weeks, Owner, RAG).
• Editable: click a phase name → edit modal; click owner to type; click the RAG dot to cycle; ⚡ toggles quick win.
• Filters: text search, type (Phase/Milestone), RAG status and ⚡ Quick wins.
• Columns: Deliverable, Phase, Type, Start, End, Weeks, Owner, RAG, Colour, Comments.

List view

• Switch with the List tab — a simple task list grouped by deliverable.
• Inline editing: click a task to rename, ○→✓→⏪→⚠ cycles status, priority badge is a dropdown, owner is a dropdown (pick existing or ➕ New…), Kiedy is a month dropdown, ⇄ moves a phase to another category.
• ⚡ toggles quick win; the ⚡ Quick wins filter shows only quick wins.
• 👥 — manage/remove owners; Kolumny ▾ — show/hide, reorder and resize columns.

Status & risk

• Mark a phase as ✓ Done, ⏪ Slipped or ⚠ At risk (right-click the bar or edit). CR badge = change request raised.
• Progress fills the bar; priority shows as a coloured P7 badge; ≈ weeks = effort estimate; ▤ = task count.
• Baseline: a dashed ghost shows the original plan; the amber striped segment + +X mo shows how much a phase was extended; ← marks a delayed start. Re-baseline from Options ▾.
• Dependencies: arrows (FS/SS/FF) connect phases — add in the edit modal or via AI.
• The ⓘ dot on a bar shows its note; 📋 Risk register (Options ▾) lists project risks + slipped/at-risk phases.

AI (local — Ollama)

• Run Ollama with CORS (OLLAMA_ORIGINS="*" ollama serve), then set the model in 🤖 AI ▾ → ⚙ Settings.
• 🚀 Quick Draft can structure a plan from an outline; enrich it with owners, RAG, effort, tasks, priorities, risks and assumptions.
• On an existing plan: Status review, Risk scan, Health check, Executive summary, Infer dependencies, Find quick wins — review, then Apply.
• 🗂 Query history stores recent prompts so you can re-run or copy them.

Keyboard shortcuts

• Ctrl/⌘ N — New project  ·  Ctrl/⌘ S — Save  ·  Ctrl/⌘ O — Load  ·  Ctrl/⌘ I — Import
• Ctrl/⌘ P — Export PNG  ·  Ctrl/⌘ Z / Ctrl/⌘ Shift+Z (or Ctrl+Y) — Undo / Redo
• + / − — Zoom in / out  ·  0 — Reset zoom (100%)  ·  F — Fit to screen
• Alt+ / Alt− — resize all bar fonts  ·  ? — this guide  ·  Esc — close dialogs
• Ctrl/⌘ + click a bar to select it (blue outline); Alt+ / Alt− then resize only the selected bars.

Formatting & legend

• Double-click title / subtitle / footer / column headers → format font, colour, align (and background where available)
• Double-click the year / month header → font and background; right-click the header → whole-calendar background
• Legend: click the swatch to change colour, edit the label, Add, remove

Access

• Not signed in — view-only demo (exports still work)
• Signed in (Sign in → magic link) — full editor + autosave to the cloud