Key terms
ProjectRepresents a set of work that contains tasks that need to be assigned and tracked. Typically spans weeks or months. (e.g., Protein Core Production) | StageA group of Tasks within a project (e.g., Sequencing) |
TaskA unit of work that can be assigned to an individual. A task can be linked to a Benchling entry (see Linking entries to Benchling) | Key eventA milestone within the project. These can be associated with an emoji. (e.g., Hits picked) |
Create a new project
Use the
+ Createbutton from the upper right header to create a new blank projectNavigate to the Project overview tab to adjust any necessary metadata
Use the
...button > Project program at the top-right to adjust the permissions settingsBy default, the creator will have Full access to the project, and the rest of the organization will have Append access (can edit, but not delete the project)
Copy a project
Tip: For repeated sets of work, create a “template” project by including "Template" in the project name. Copy the template to use it.
Use the
...button > Copy project at the top-rightOrchestra will copy over all of the tasks, key events, dependencies, durations, assignees, and costs from the original project
Chose how to copy the program by selecting the appropriate option
Edit a project
Rename the project or a stage by clicking into its name
Add a new stage by clicking the
+Createbutton at the top-rightAdd a new task or key event by clicking the
+Createbutton at the top-right or the+button next to one of the stagesReorder the tasks and key events by dragging the row from the left handle
Set dates and dependencies
There are a few methods to set dependencies between tasks and key events:
From the Tasks and events table view, directly click into one of the dependency columns to add upstream/downstream dependencies
Click into a task / key event, and update the dependency field from the sidepanel
Use the Process flow tab
Click on the edges of the tasks / key events to drag and drop a dependency line
Click on a line to reveal the trash icon to delete it
Set the dates of any tasks or key event by using the date field. We will automatically calculate dates of any dependent objectives or key events.
Use the offset field to indicate the number of days an objective or key event should occur after its upstream dependencies. It can also be a negative number.