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On this page
  • Group By
  • Task Properties
  • Progress Updates

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  1. Reference Docs
  2. Scheduling

List

List is a quick and simple way to see tasks within your project in a list. These are shown in daily increments, making it easy to see what's going on in the project for that day.

Group By

You can choose how tasks are organised in List view by setting the Grouping.

The Primary and Sub-Groups you can pick from are:

  • None

  • Schedule

  • Owner

  • Assignee

  • Subcontractor

  • Location

  • Shift

Task Properties

You can choose which Task properties are visible on the task card.

The Task properties you can pick from are:

  • Assignees

  • Calendar

  • Dates

  • Labour

  • Location

  • Materials

  • Notes

  • Owner

  • Package

  • Plant

  • Progress

  • Shift

  • Status

  • Subcontractor

  • Folder

  • Tags

  • Blockers

Progress Updates

For each working day of a Task, Progress Updates can be recorded to indicate performance. Each Progress Update includes the following data:

Progress Update Property
Description

Date

Selected working day to record the event against

Type

Delayed

On Schedule

Task is on Schedule for that day

Improved

Task has been Shortened or Moved to an earlier date

Reason

Reason for the change. This can be configured by each project individually and typically contains reasons such as "Awaiting Access".

Amount

Impact of the update is recorded in a Value that represents a duration in working days (+ or -)

Added By

User who recorded the update

Created At

Timestamp of when the update was recorded

Progress Updates: Type

There are different types of Progress Updates:

Name
Description

Delayed

A task’s end date has been delayed from the prior plan or commitment

On Schedule

A task’s end date is confirmed as achievable.

Improved

A task’s end date has been improved (brought earlier).

Task Status Change

A task’s meta status has changed aka Promised, Planned, Done

Ripple Status

If a Promised task is delayed, the same delay (amount & reason) can be applied to all following Promised tasks, given the User has the correct permissions over the predecessor Tasks.

Last updated 9 months ago

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