Skip to main content
All CollectionsJob ManagementScheduling
How do I set up tasks in the schedule?
How do I set up tasks in the schedule?

Learn how to set up tasks in the job schedule and set up templates for your schedules.

Matt Govett avatar
Written by Matt Govett
Updated over a week ago

Audience - builders

Read time - 10 mins

Article contents - How to steps

Set up tasks from an Estimate

  1. From within the Estimate Costings tab, click on the category that you would like to add as a task.

  2. Click the 'T' button against any item you want to appear in the schedule as a task. This will show in the schedule with the category name as the parent task. Any items will show in the schedule as child tasks.

Set up tasks from within the job

  1. Navigate to the Job Schedule tab

  2. Click the blue '+' button to add new parent tasks.

3. Name the task.
4. Set the date the task begins.
5. Set the duration of the task.
6. Set the date the task is due to end.
7. Advance the progress of the task using the + or - buttons, or type in the figure.
8. Assign the task to a contractor/supplier/employee. They will receive an email (and a text if in ANZ) on the due date if they are set up with an email address and mobile phone details.
9. Set when a reminder is to go out.

10. Select the type of reminder to be sent (the options, Send SMS and Send Email, will be enabled if the assignee is set up with a mobile phone number and email address details). Please note that SMS reminders are NOT enabled in North America.
11. Optional notes to send with the reminder.

12. Click on Send Now to send a reminder instantly.

  • Send Now is only enabled if you have selected a reminder type.

  • You will be able to send the reminder in real-time while still maintaining any scheduled reminders you have set up in step 13.

  • Clicking on Send Now will automatically save any changes made to the task or the reminder.

13. Click Cancel to close the form without saving any changes.

14. Click Save to add the task to the schedule and close the form.

15. To add a child task, click the blue + button beside the parent task, and repeat steps 3 to 12 to set the task to the schedule.

Save a set up schedule as a template

If you would like to reuse a schedule on another project, save a set up schedule as a template.

  1. Click on Templates and select 'Save as template' from the drop-down menu that appears.

2. Name the template.
3. This is the list of things that will be saved in the template.
4. Click Save and Close.

To manage a template

1. Click on Templates and select 'Manage templates' from the drop-down menu that appears.

2. Rename or delete templates from this list.

3. Click Save and close.

To apply a template to a schedule

  1. Click on Templates.

  2. Select 'Apply template' or the specific template that you'd like to apply.

3. You can select to remove existing tasks from the schedule template or add the template after the existing tasks.

4. Apply the start date for tasks.

5. Select or deselect the template options you would like to apply.

6. Click Apply.

Did this answer your question?