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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

    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 Microsoft or Google)

  4. Click "Register"

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

FoxPlan registration form

After login​

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

FoxPlan main 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.

Project dashboard

On every data screen, the framed circular-arrows button at the far left of the toolbar reloads the data: the view reloads from the server without reloading the page, keeping your filters, favorite and period. Handy when a colleague has just changed a schedule, a budget or a card.

Creating your first project​

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

    New project button

  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

    Project type selection: Gantt, Kanban, Scrum

  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):

Project Gantt view

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.

Task toolbar