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Creating Tasks in Tree View

QuickPlanX organizes project tasks in a hierarchical tree structure, offering a dedicated tree view for visualizing and managing your project. This intuitive layout helps you quickly grasp your project’s structure and makes task maintenance straightforward.

Tree View

Get Started​

Tree View on Mac​

On macOS, QuickPlanX supports intuitive gestures, contextual menus, application menus, and keyboard shortcuts. For maximum efficiency, we recommend using keyboard shortcuts.

  1. Press the "." key to add a new child task to the selected task.
    • If you do not hold the "Shift" key, the newly created child task will become selected.
    • If you hold the "Shift" key (⇧) while adding a new child task, the current selection remains unchanged.
  2. Press the "/" key to add a new sibling task immediately after the currently selected task.
  3. Press the "Command" and "d" keys (⌘d) to duplicate the selected task as the next sibling.

Watch this video demonstration to learn the basics of creating tasks in the tree view on Mac:



The tree view also supports convenient drag-and-drop and copy-and-paste operations for flexible task management.

Tree View on iPhone and iPad​

On iPhone and iPad, QuickPlanX features an action bar with context-sensitive buttons and menus, making task insertion fast and convenient.

Action bar

  1. Insert a new task as a child of the selected task.
  2. Insert a new task as the next sibling.
  3. Duplicate the selected task as the next sibling.

See how to perform these basic operations on iPad in the following demo:



The tree view also supports convenient drag-and-drop and copy-and-paste operations for flexible task management.

Tips​

  • The Tree view provides the most intuitive and direct way to build and visualize your project's task hierarchy.
  • The Tree view is not intended to replace the Table, Gantt Chart, or Column views; rather, it provides an additional representation of your project and an alternative way to maintain tasks.
  • While it's common to create tasks and adjust their hierarchy in the Table View or Gantt Chart, you can also build your task tree in the Tree or Column view first, then switch to your preferred view to update task details.
  • Unlike the Table and Gantt views, the Tree view supports drag-and-drop, allowing you to easily reorganize tasks and adjust the structure as needed.
  • Even if you are already comfortable with these basic features, we encourage you to explore the advanced options below to further enhance your productivity.

Be More Productive​

QuickPlanX offers advanced features to help you work efficiently, such as adding tasks by copy/paste and drag/drop, splitting tasks via gestures and menus, and bulk creating and updating tasks.

Learn more about Batch Insert and Update Tasks.