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Author Topic: Simple Step-by-Step Process  (Read 1124 times)
YMKH
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« on: November 11, 2016, 01:48:48 pm »

Hello,

has anyone developed a simple step-by-step process to create projects on Mac OS? 

I have little issues when using the app for flowcharts but I'm am really struggling with my projects and need help (input start and end dates for workflow, work calendar with holiday dates, highlight of overdue tasks in reports, noting items on the critical path, etc.).

Thank you
YMKH
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shortki
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« Reply #1 on: November 14, 2016, 09:48:58 pm »

I recommend to first read the User Guide or Help on the application. If I answer the questions, the answers will be reduced to citing the help files for the application, but will not be as complete and consistent.

However, to quickly build and plan a project, without delving into the documentation, you can use three features, which are very useful for beginners.

First: the function of creating a new project, which is available in the “File" menu, fill in the data for the master of the project and click the "Create project" button.

Second: after creating the project activate the "Checklist" function, it is available in the "Diagram" menu and on the toolbar, the Inspector will show a sequential list of what needs to be done to build a quality diagram and plan your project, just follow it, marking the execution step by step.

Third: if the previous functions do not suit you, activate the function "Analyze the diagram as a project", it is also available in the "Diagram" menu and on the toolbar. This function will place the recommendations in the diagram, after the execution of which and restarting the function, the planned schedule will be built and the critical path will be found in the project.

Fourth: you can plan a schedule by yourself, but to do that, you have to read the Guide.

I hope that these tips will be enough, but if not, I will be happy to give more detailed recommendations.
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YMKH
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« Reply #2 on: November 15, 2016, 11:59:26 am »

Thanks for the response. Unfortunately I have read the User Guide over more than once but still struggling with a few of the concepts.

I will try again with the tips you gave and will surely shout if no change.
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