Planera

Steps to create a simple network in planera

Getting Started with Planera

What is the Canvas, how to navigate around and the main sections of the Canvas along with all the tools.

Canvas Basics

Creating a New Activity

Group Connector Colors

How to add a group and assign a color to it.

Adding or Creating a Group

What are Milestones and how to add one to the project

Adding a Milestone

How to connect Activities in the same group or a different group

Connecting Activities and Elements

How to move a number of elements from one group to another

Moving Activities from one Group to Another

Copying Activities and Groups

How group activities or how to convert an activity into a group

Grouping and Ungrouping Activities

How to delete an activity or delete a group

Deleting Activities and Groups

Easily add project related custom text on canvas

Adding text on canvas

There are 3 types of milestones in Planera

Types of Milestones in Planera

Adding Images to the Canvas

This article walks through how to convert an existing activity into a milestone in Planera.

Convert an Activity to a Milestone

Canvas (Whiteboard)

Critical Path Tracing in Canvas

Customizing Connector Shape

Copy and paste activity names and durations from a tabular format into Planera as new activities

Copying Activities from Excel and other apps

Apply automatic layout algorithm to elements on the canvas to make the canvas look better

Auto Layout on Canvas

How to trace logic path of an activity or milestone.

Inspecting the Path of an Activity or Milestone

keyboard shortcut to add activities rapidly

Creating a Chain of Activities

Undo Canvas Actions

Coloring multiple connectors simultaneously

How to insert and dissolve elements in an existing network

Inserting and Dissolving Elements

Advance Canvas Uses

Planera App

Planera Website

Find answers and get help from Intercom Support and Community Experts

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Link, Press control-option-right-arrow to exit

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.