Adding Tasks to your Project Schedule
Updated by Torrey Rawlings
XactRemodel line items come with a lot more data than pricing. Line items also contain data for the time it takes to do the work. This data can be used for building a project schedule based on the line items in a project.
The ability to add photos to a project is available to users on the XactRemodel PRO subscription. To upgrade your subscription to XactRemodel PRO, contact our sales team at 1-833-352-9228.
Tasks
Tasks are work to be completed and are created by clicking the "Add task" button in the upper left of the calendar.
Tasks encompass the following components:
- Status: Update the task status to "Not started," "In progress," or "Complete" to track progress effectively.
- Labor, Crew Size, and Duration: Input labor hours and crew size; the system calculates the task duration based on this information.
- Start and End Date: Choose a start date manually, and the end date is automatically calculated based on the specified duration.
- Blocked By: Identify tasks that must be finished before commencing work on the current task.
- Description: Provide essential details for the task.
- Attached Items: These are the items already linked to your task, integral to the work to be performed.
- Available Items: Items not yet associated with a task; they remain accessible for addition to any task.
Editing a Task:
- Click into a task from your schedule.
- Make any adjustments as necessary in the "DETAILS" tab.
- Click on the check mark to save.
Certain task elements are unmodifiable when the task is generated through auto-scheduling, unless you convert it to a manual task.
Attaching a Line Item to a Task:
- Create a new task by using the "Add task" button or open an existing task.
- Navigate to the "AVAILABLE ITEMS" tab.
- Click on the plus marks next to the items you wish to add. The added items will be transferred to the "ATTACHED ITEMS" section.
- Click on the check mark to save.
Viewing/Removing Attached Line Items in a Task:
- Click into a task from your schedule.
- Navigate to the "ATTACHED ITEMS" tab.
- This section will showcase all items linked to the task. To remove any items, click on the minus button next to each item.
- Click on the check mark to save.
Deleting a Task:
- Open the task from your schedule.
- Click on the three dots located in the top right corner of your task.
- Choose the "Delete" button.