Project Schedule
The Schedule tab provides a comprehensive view of all scheduled tasks, activities, and project timelines. It offers three different views to help you plan, track, and manage project work.
Overview
The project schedule helps you:
- Plan and track project tasks with dependencies
- Schedule activities and appointments
- Visualize project timelines
- Assign team members and subcontractors
- Monitor progress across all project work
Accessing the Schedule
From a project:
- Click Schedule in the project navigation
- Select your preferred view using the view toggle
The Schedule tab remembers the view you last used and opens on it on every project, on any device. A link that names a view (for example from the Activities list) opens that view instead. If you have never picked a view, your company's default schedule view applies, or Gantt if none is set.
Three Schedule Views
The schedule offers three complementary views, each optimized for different tasks:
| View | Best For |
|---|---|
| Activities | Viewing a combined list of tasks and activities with filtering |
| Calendar | Day/week/month planning and creating activities |
| Gantt Chart | Project planning, dependencies, and timeline visualization |
Quick Links
- Activities View - List view with filtering and sorting
- Calendar View - Traditional calendar interface
- Gantt Chart - Visual timeline with dependencies
- Managing Schedules - Creating and configuring schedules
Key Features
- Multiple Views: Switch between Activities, Calendar, and Gantt views
- Task Dependencies: Define relationships between tasks (Finish-to-Start, etc.)
- Drag-and-Drop: Reschedule tasks by dragging in the Gantt chart
- Progress Tracking: Monitor completion percentage on tasks
- Team Assignment: Assign owners and subcontractors to tasks
- Activity Management: Create and track appointments and meetings
- Calendar Sync: Sync activities to Google Calendar or Outlook
- PDF Export: Generate printable schedules
- Client Portal: Share schedules with customers
Schedule vs Activities
Understanding the difference:
| Item | Description | Created In |
|---|---|---|
| Schedule Task | Project work with duration, dependencies, progress | Gantt Chart |
| Activity | Appointment, meeting, or event | Calendar or Activities view |
Both appear in the Activities list and Calendar views, giving you a unified view of all scheduled work.
Related Topics
- Schedule Templates - Create reusable schedule templates
- Activity Types - Configure activity types
- Activity Categories - Organize activities
- Holidays - Manage company holidays
- Calendar Sync - External calendar integration
- Client Portal Schedule - Customer view