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Project Plan: How to Set Up Task Lists, Tasks and Milestones

Learn how to set up your project Plan in PSOhub by creating tasklists, tasks, and milestones to structure the work to be delivered

Published: 1 June 2026

Audience:

  • Admin
  • Project Manager

Objective

After following this guide, you will be able to:

  • Open and access the Plan on your project
  • Apply a plan template to a project
  • Create tasklists to group related work
  • Add tasks and checklist items under each tasklist
  • Add milestones to mark key delivery points
  • Assign work to your team

Introduction

The project Plan is where your team's work is structured, organized, and delivered in PSOhub. Every project has its own Plan, which is built from tasklists, tasks, milestones, and checklist items.

Setting up a clear Plan helps your team understand what needs to be done, who is responsible, and when work is due. It also connects delivery activity to time tracking, resource planning, and reporting.

This article guides you through the steps to set up your project Plan from start to finish. Each step links to a dedicated article with the full instructions for that part of the setup.

Before You Begin

If you are new to Work Management in PSOhub, the following articles provide useful background before you start building your Plan:

👉 Recommended reading:

Step 1: Confirm your project is set up

Before you can build a Plan, you need an existing project in PSOhub. The Plan lives inside a project, and tasklists are linked to the project's contract lines to support time booking and invoicing.

👉 Related article:

Step 2: Open the project and choose how to build it

Every project has its own Plan, which you access from the Tasks tab on the project.

When you open the Plan, you have two ways to set it up:

  • Apply a plan template to populate the Plan with predefined task lists, tasks, milestones, and checklist items in one action. This is the fastest option if your team follows a repeatable delivery process.
  • Build the Plan from scratch by adding task lists, tasks, and milestones manually. This is the right choice for one-off projects or when no suitable template exists.

You can apply a template either when creating the project or later from the Tasks tab of an existing project.

💡 Tip: Use plan templates when your projects follow a similar structure. This reduces                    manual setup and keeps your Plans consistent across projects.

Step 3: Create task lists

Task lists are the top level of your Plan and group related tasks together. You can organize task lists by project phase, workstream, deliverable, or any other structure that fits how your team delivers the project.

You can also create task lists directly from your contract lines, which links the work to the financial structure of the project and enables time booking against those task lists.

⚠️ Important: Tasks must be linked to a contract line to allow time booking. Task lists that         are not linked to a contract line will not support time tracking.

👉 Related article:

Step 4: Add tasks and checklist items

Tasks define the individual pieces of work that need to be completed within each tasklist. Each task can include a title, description, dates, effort estimate, priority, and assignee.

Checklist items break a task into smaller substeps and help your team track progress within a single task.

For work that needs to happen on a regular cadence — such as weekly status updates, monthly reviews, or recurring deliverables — you can set up recurring tasks instead of creating each occurrence manually.

👉 Related article:

Step 5: Add milestones

Milestones mark important delivery points, review moments, deadlines, or project events in your Plan. They help your team focus on key outcomes and can also be used to trigger invoices when completed.

👉 Related articles:

Step 6: Schedule your tasks and set up dependencies on the Timeline

Once your tasklists, tasks and milestones are in place, switch to the Timeline View to schedule the work and manage dependencies visually.

The Timeline view shows your Plan as a Gantt chart and lets you adjust task dates, durations, and dependencies directly on the chart.

You can set advanced dependency types such as End to Start, Start to Start, End to End, and Start to End, and apply a Lag value to offset linked tasks.

👉 Related articles:

Step 7: Assign work to your team

Once your tasklists, tasks, and milestones are in place, assign the work to your team. Tasks can be assigned to a specific user, a resource, a role, or a business unit, depending on how your team is organized.

Clear assignments help each team member understand what they are responsible for and help Project Managers monitor progress and follow up on open work.

👉 Related article:

What Happens Next

Once your Plan is set up and scheduled, your team can start delivering the work. You can track progress, update tasks as they are completed, and book time against the relevant tasks.

Next Steps

✅ Schedule your Plan on the Timeline
Use the Timeline to manage task dates, durations, and dependencies in a Gantt chart view.
Create a Timeline (Gantt Chart) for your project

✅ Update tasks, checklists, and milestones
Keep your Plan accurate by marking tasks, checklist items, and milestones complete as your team delivers the work.
Update and mark Tasks as complete check lists and milestones

✅ Book time on project tasks
Track the time spent on your project work by booking time against the relevant task.
Book time on a task

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