Taking your first steps

now that you know what planeus is made of and how planning works, it’s time to explore the system! this chapter gives you a quick tour of the interface so you can start working right away all in your browser planeus runs entirely in your web browser — no downloads, no installations for the best experience, we recommend using the latest version of google chrome or microsoft edge navigating the interface the main menu is on the left side of the screen click the hamburger icon (three stacked lines) to open or close the menu closing the main menu gives you more space to work , especially on smaller screens want to access administration or configuration settings? just click your user icon in the top right corner how to edit anything see the three dots icon (⋮) next to an item? that’s your editing menu click it to edit or update details add new entries access extra actions depending on the module working with lists lists are everywhere in planeus — they help you manage order items articles production orders and more click on any row to open a detail panel on the right from there, you can view full item information make edits and changes from a detail panel, you can jump straight into the gantt chart to see where that item fits in your plan filters & sorting made eeasy you can filter and sort any list however you like planeus will remember your setup for next time tip hold shift to sort by multiple columns at once need to sort by several columns at once? simply hold down the shift key while clicking the column headers batch editing multiple items planeus makes it easy to edit many items at the same time check the boxes next to the items you want to change planeus will show how many items you’ve selected click the select icon for batch actions want to edit multiple items at once? check the boxes beside the items you want to change planeus will show you how many are selected click the select icon to open batch actions for example, you can batch schedule or unschedule several order items in just a few clicks recap and ready to start with just a few clicks, you can navigate the workspace open and edit items use filters to stay focused and manage tasks in bulk planeus is designed to feel easy from the first day — and powerful for everything that comes next that’s it for getting started! 🎉 you’ve now got the foundation you need to begin using planeus with confidence ready for more? jump into the next sections to dive deeper into advanced planning, shop floor workflows, or explore integration possibilities let’s plan something great together