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Plan & Project Management

Create your first Plan item

Add a planned piece of work with a clear owner, schedule and completion context.

4 min read  ·  Last updated: August 2026

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In the Admin web app, the Plan workspace uses the labels Add Task and Create Task. These tasks are the project’s Plan items.

Before you start

  • Decide the short, action-led title for the work.
  • Identify the responsible team member and estimated start and end dates.
  • Set up project locations first if you want to associate the work with a specific site area.

Create a Plan item

  1. Open the project and select Plan.
  2. Select Add Task.
  3. Enter the required Task Title.
  4. Optional: add a description with the context, constraints and completion criteria.
  5. Set the location, priority, status and responsible person as needed.
  6. In Planning, add the estimated start and end dates. You can also add estimated duration, cost, task type and a milestone.
  7. Optional: select predecessor tasks that must finish first, link related field to-dos, and attach supporting files.
  8. Select Confirm to create the Plan item.
PulseBuild Create Task form with task title, location, priority, assignee, dates, predecessors and attachments
The Create Task form captures the ownership, schedule, dependencies and supporting context for a Plan item.

Review and manage the plan

Use the List, Kanban and Gantt views to review your plan from different perspectives. Search by task title, group items by status, assignee, due date or milestone, and update a task as the work progresses.

PulseBuild Plan workspace with Add Task, Import, view controls and task filters
Use the Plan workspace to add work, change views and filter the items your team needs to review.

Troubleshooting

  • I cannot create a Plan item: confirm you have permission to create project Plan tasks and that the task title is filled in.
  • I cannot assign a person: invite that person to the project first, then reopen the Plan item.
  • The location is missing: create or activate the location in Field Management → Locations, then return to the Plan item.

Next steps

Add more Plan items, define dependencies where sequence matters, and link field work back to the planned tasks.