FAQ Project Plan 365

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Do I need another app for the Siri Shortcuts to work on iPhone?
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For Siri Shortcuts to work, you need to have the Apple Shortcuts app installed from the App Store.

Must the Project Plan 365 app be open to use Siri Shortcuts on iPhone?
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No! Only for the Show Project Status Shortcut to work, a project file should be open. Otherwise, Siri will ask you to either open a project, or if you want the status of the Sample Project to be shown. If you set the Siri Shortcut to show status of a specific project, Siri will show the Project Status of that project even when the app is not running.

Do Siri Shortcuts work when my iPhone is locked?
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When your device is locked and you tap an Open Project or Show Project Status shortcut, Siri will ask you to unlock the phone before assisting you.

Why doesn’t Siri answer in text form when using a Siri Shortcut for Project Plan 365 on iPhone?
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To have Siri answer in text form when using a Siri Shortcut for Project Plan 365, you have to enable that feature in your device settings. Go to Settings – Siri & Search – Siri Responses and check the Always Show Siri Captions option.

Do Siri Shortcuts on iPhone work with project files stored elsewhere, such as in the cloud?
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Yes! Siri Shortcuts work with any project file opened from your device, or from any available cloud storage location - with the condition these projects are listed in the Recent Projects list under the Recent tab. In other words, you can only open a project using the shortcut if the project has been opened once before in the Project Plan 365 app.

How can I clear the Recent Projects list on iPhone?
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To clear the history of recently opened projects, go to Menu – Recent and tap Clear History. Then tap Yes to confirm.

How do I clear the Recent Projects list on Mac?
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To clear the history of recently opened projects, go to menu File – Open and click Clear History. Then click Yes to confirm.
Do Siri Shortcuts on Mac work with project files stored elsewhere, such as in the cloud?
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Yes! Siri Shortcuts work with any project file opened from your device, or from any available cloud storage location - with the condition these projects are listed in the Recent Projects list under the Open menu. In other words, you can only open a project using the shortcut if the project has been opened once before in the Project Plan 365 app.
Do Siri Shortcuts work when my Mac is locked?
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When your Mac device is locked and you call an Open Project or Show Project Status shortcut, Siri will ask you to unlock the device before assisting you.
Must the Project Plan 365 app be open to use Siri Shortcuts on Mac?
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No! Only for the Show Project Status Shortcut to work, a project file should be open. Otherwise, Siri will ask you to either open a project, or if you want the status of the Sample Project to be shown. If you set the Siri Shortcut to show status of a specific project, Siri will show the Project Status of that project even when the app is not running.
Do I need another app for the Siri Shortcuts to work on Mac?
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For Siri Shortcuts to work, you need to have the Apple Shortcuts app installed from the App Store.
Where should my projects be located to use Siri Shortcuts on Mac?
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For Siri Shortcuts to work with Project Plan 365, all your projects should appear in the Recently Opened Projects list from the Open menu. If this list is empty, Siri will ask you to open a project, or if you want the Sample Project to be opened.
What version of MacOS supports Siri Shortcuts with Project Plan 365?
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Project Plan 365 supports Siri Shortcuts in all MacOS versions 12 and above.
How can I add another Siri Shortcut to Project Plan 365on Mac?
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To add another Siri Shortcut of the same category, go to menu File – Siri. If there is already a Siri shortcut created with the default name, a message will tell you to choose another shortcut name. Click OK and then Record Phrase to change the name of the shortcut.Either say the new name, or type a new name for the new shortcut. Click OK to add the new shortcut to Siri Shortcuts and click Done to save the shortcut. Alternatively, you can click Remove Shortcut to delete it.
Can I add more than one Siri Shortcut to Project Plan 365 on Mac?
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Yes! You can add more than one Siri Shortcut for Project Plan 365 of the same category (Open Project or Show Project Status), with the condition that the new shortcut has a unique name.
How to delete a Siri Shortcut for Project Plan 365 on Mac?
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To delete a Siri Shortcut, open the Apple Shortcuts app. Go to the My Shortcuts menu, right-click on the Shortcut you want to remove then click Delete. Click again Delete Shortcut to confirm.
What settings can I customize for the Show Project Status Shortcut on Mac?
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When creating a Show Project Statushortcut, you can select which project information is shown. In the Add to Siri tab, click on Edit in Shortcuts and you will be redirected to the Apple Shortcuts app. Expand the Show Project Status menu there. By default, all options are checked. Uncheck the ones you don’t want shown in the Project Status. If you want Siri to show the status of a specific project, even when the app is not running or there is no open project, you can type the name of the project in the Project Name field. Click X to save the changes.
Can I simply open a project using Siri and the Open Project Shortcut on Mac?
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Yes! You just need to customize a shortcut to do just that. When creating an Open Project Shortcut, you can select what specific project will be opened, or if Siri should ask each time which project needs opening. In the Add to Siri tab, click on Edit in Shortcuts and you will be redirected to the Apple Shortcuts app.Expand the Open Project menu and in the Project Name field, either enter the name of the desired project to be opened, or select the Ask Each Time option if you want Siri to ask each time which project to open. Click on Done and then X to save your changes.
Can I show Project Status using Siri Shortcuts on Mac?
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Yes! Activate Siri by saying Hey Siri (or by clicking a shortcut for Siri), followed by the phrase Show Project Status. Siri will first respond with a small status about the project depending on its stage and will ask you if you want to know more about the project. Say Yes (or click on the Yes button) and Siri will read your project status, as well as display the status on your device (per your settings).Note: You must have an open project in the app for this Shortcut to work. If the app is not running, or there is no open project, Siri will ask if you want to display the status of a specific project, or the status of the Sample Project.However, if you set a Siri Shortcut to show status of a specific project, Siri will show the Project Status of that project, even when the app is not running or there are no open projects.
How do I open a project using a Siri Shortcut on Mac?
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Activate Siri by saying Hey Siri (or by clicking a shortcut for Siri), followed by the phrase Open Project. If you set a specific project to be opened when using this shortcut, the project will open in Project Plan 365 app. Saying the name of the project (a name from the displayed list) will open the project in the Project Plan 365 app.Tip: If you select the Ask Each Time setting within the Apple Shortcuts app, Siri will ask what project to open each time.Note: If there are no projects in the Recent list, Siri will ask you to either open an existing project, or if you want to open the Sample Project (provided by our app).
How do I create a Siri Shortcut for showing Project Status on Mac?
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In the Project Plan 365 app, go to menu File – Siri and tap on Show Project Status. In the Add to Siri tab that appears, click on Done if you want to save the shortcut or tap Remove Shortcut if you want to delete it.Note: You can customize the Show Project Status Shortcut by clicking Edit in Shortcuts from the Add to Siri tab. This opens the Apple Shortcuts app, where further customizations can be made.
How do I create a Siri Shortcut for opening a project on Mac?
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In the Project Plan 365 app, go to menu File – Siri and tap on Open Project. In the Add to Siri tab, click Done if you want to save the shortcut, or click Remove Shortcut if you want to delete it. You can also access the Siri menu by going to menu File – Open and clicking Add to Siri.Note: You can customize the Open Project shortcut by clicking Edit in Shortcut from the Add to Siri tab. This opens the Apple Shortcuts app, where further you can further customize the shortcut to suit.
Does Project Plan 365 for Mac support Siri Shortcuts?
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Yes! You can find the Siri Shortcuts menu within Project Plan 365 by going to menu File – Siri. You can also access the Siri menu by going to menu File – Open and clicking on Add to Siri.
Is Project Plan compatible with Windows 7?
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Project Plan 365 is compatible with Windows 7, Windows 8, Windows 2008+ server, Windows 10 and Windows 11. Please make sure you have the latest version installed. Note: Windows Server/Citrix/Terminal Server install are offered only for teams with more than 100 Editor Users.

How do I install Project Plan 365 for Windows 7 Server?
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You can find the steps on how to install Project Plan 365 for Windows at: https://www.projectplan365.com/articles/install-project-plan-365-for-windows/. Note: Windows Server/Citrix/Terminal Server install are offered only for teams with more than 100 Editor Users. 

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