Using the Helix Plan web client interface

Before you get started with the Helix Plan web client, take some time to get familiar with the interface.

The following areas are available at the top of the page wherever you are in Helix Plan so you can quickly navigate, perform actions, and change preferences.

Area Click to: More info
To Do List Work with your assigned tasks, bugs, and items from all Helix Plan projects in a list format. Using the To Do List
To Do Board Work with your assigned tasks, bugs, and items from all Helix Plan projects in a board format. You can drag items to different columns in the board to quickly change their status.
Using the To Do Board
Dashboards View all dashboards you own and those shared with you by other users. Dashboards are created in the Helix Plan desktop client. Using dashboards
New bug Add a bug to Helix Plan to report an issue. Reporting bugs
Username Log out of Helix Plan, and access the Helix Plan Help Manual. Logging out
Language Change the language used to display text in Helix Plan. Changing the language
Show Toggle the appearance of cover images, completed items, and tasks based on their status.

Using the Show menu