Getting started with FoxPlan

Create a FoxPlan account

To begin using FoxPlan, follow these registration steps:

1. Visit fox-plan.com and select the "Try for free" button

   

2. Navigate to the registration form at app.fox-plan.com/account/register

3. Input your email address and create a password (or sign up with Google or Jira)

4. Click "Register"

5. Check your email for an activation link to complete account setup

After login

Once authenticated, you access the application, organized around five main sections available from the navigation menu:

• Projects — Create, modify, and remove projects while organizing work through tasks and subtasks
• Portfolios — View a consolidated overview of all your projects
• Resources — Monitor resource allocation and team workload consolidation
• Me — Track your personal activity within the system
• Settings — Personalize FoxPlan configurations to match your organization's requirements

The dashboard gives a synthetic view of your project: workload by resource, budget comparison, key indicators.

Creating your first project

1. Go to the Projects tab and select "+ New project"

   

2. Choose the project type according to your way of working:

   • Planning — Gantt: classic planned project
   • Flow — Kanban: visual card-based management
   • Sprint — Scrum: agile iterations
   • (option) tick "create as a template" to make it a reusable template

   

3. Enter project details: name, start date, and end date

4. Click "Save"

5. Access the Planning menu on the left sidebar to begin adding tasks

You then get your project's planning view (here a Gantt):

Adding tasks

In the Planning view, use the task toolbar to build your schedule. The "+ Tasks" button creates a new task; the adjacent icons let you edit, delete, move it or manage its dependencies.