Set up tasks from the Estimate

  1. In the estimate Costings tab, click the "T" button against any item you want to appear in the schedule as a Task

2. This will show in the Schedule with the Category name as the "Parent" task
3. The items will show in the Schedule as "Child" tasks

4. In the Schedule tab of the job - Parent task
5. Child tasks

Set up tasks from the job
6. In the Schedule tab of the job, click the blue + button in the fourth column header to add new "Parent" tasks

7. Rename the task
8. Set the date the task begins
9. Set the duration of the task
10. Set the date the task is due to end
11. Advance the progress of the task using the + or - buttons, or type in the figure
12. Assign the task to a Contractor/Supplier/Employee (they will receive an email and a text on the due date if they are set up with an email address and a mobile phone details)
13. Set when the reminder is to go out

14. Select the type of the 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)
15. Optional notes to send with the reminder

16. Click on Send Now to send a reminder instantly

  • Send Now is enabled only 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

17. Click Delete to delete the task created

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

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

20. To add a child task, click the blue + button beside the Parent task, and
21. Repeat steps 7 to 18 to set the task to the schedule

If you have a standard schedule that you would like to use for more than one project, once set up these schedules can be saved as templates to use again.

22. Click on the cog icon
23. Click "Save as template"

24. Name the template
25. A list of what will be saved in the template
26. Click Save and Close

To manage or apply the template
27. Click the cog icon
28. Click on the name to edit the name of the template or delete it
29. To apply the template choose it from the list (you can have multiple templates set up)

A combination of all the above methods can be used to set up a schedule in a project

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