Plan the schedule

Updated October 30, 2026 · Applies to Stakeholder ONE 1.3

The Schedule tab of a project holds its plan: tasks, milestones, meetings and deadlines. It shows them on a Timeline and a Gantt chart, with a red line marking today.

The Schedule tab with the timeline and Gantt chart

Prerequisites

  • Permission to edit the project, to add or change events. Anyone who can see the project can view and export its schedule.
  • The project must not be Completed or On hold.

Event types

Type Use it for Shown as
Task Work that takes time. Has a Start date and an End date. A bar
Milestone A checkpoint, such as "Discovery complete". A diamond
Meeting A meeting or workshop on a date. A marker
Deadline A date something must be done by. A diamond

Each event has a status, shown by its color: Pending (gray), Completed (green) or Delayed (red).

Add an event

  1. Open the project, and select the Schedule tab.

  2. Select Add event.

  3. Enter the following information:

    Field Description
    Title What the event is. Required.
    Description Optional details.
    Type Task, Milestone, Meeting or Deadline.
    Start date (tasks) or Date When it starts or happens.
    End date For tasks, when the work should finish.
    Status Pending, Completed or Delayed.
    Assignee The user responsible. It appears in their My tasks on the dashboard.
    Depends on Another event that must finish first.

  4. Save.

To change an event, select it in the timeline or Gantt chart. To delete it, select Delete in the same dialog.

Read the timeline and Gantt chart

  • Use the zoom buttons, or select Fit to window, to change the date range shown.
  • In the Gantt chart, drag the edge of the task-name column to make it wider.

Export or import a schedule

  • To export, select Export, and then select Export as CSV or Export as Excel (.xlsx).
  • To import, select Import, and choose a .csv or .xlsx file with the same columns as an export: Title, Description, Type, Status, Assignee and the dates. After the import, a summary lists any rows that couldn't be imported and why.

Tip

To build a schedule in Excel, export the schedule of any project to get a file with the right columns, fill it in, and import it.

See progress on the burndown chart

The Overview tab shows a Burndown chart: the number of tasks, meetings and deadlines still open over time, against an ideal line. Milestones aren't counted.

Next steps