Build a schedule

The Schedule is a drag-and-drop Gantt chart. A Schedule holds Phases, and each Phase holds Tasks — the dated bars you see on the timeline. Tasks can also stand alone without a phase.

Open a project's schedule

Open a project from Projects.
Click the Schedule tab.
Choose Gantt if a different view is selected — a list of phases and tasks appears on the left, with the timeline focused on today on the right. You can then scroll to other dates.

Note

You can also open Schedule from the sidebar to see every project's schedule on one timeline. See "Organization-wide scheduling".

Add a phase

Phases are the containers that group related work (for example, Sitework, Framing, Finishes).

At the bottom of the left pane, click Add Phase.
A pending phase appears with an available name — New Phase, then New Phase 2, and so on.
Double-click the phase name to rename it inline, or focus it and press Enter or F2.
Choose the phase when creating a task; creating the task also saves its new phase. You can also click Publish to save pending chart changes and review them before publishing.

Click a phase's timeline bar or its chevron to collapse or expand its tasks.

Add a task

Click Add Task at the bottom of the left pane.
In the dialog, give the task a Title.
Choose the Phase directly beneath the title. If the project has no phases, add a phase before creating a task.
Set the required Start Date and End Date. New tasks start as one day. Leave the All Day toggle on for whole-day work, or turn it off to add specific times.
Optionally add Assignees and a Description.
Click the dialog’s Save button. The dialog saves the new task and its selected phase if that phase is new. Other pending chart edits stay unsaved.

Note

The project is already selected when you create a task from its Schedule tab, so the dialog does not repeat a Project field. For a checklist item instead, use Add To-Do immediately to the right of Add Task; this requires to-do creation access.

Group the timeline your way

Use the Group by dropdown at the top of the chart to change how rows are organized:

On a project schedule: Phases (the default — phase headers with their tasks) or Assignees.
On the org-wide schedule: All tasks (the default), Projects, or Assignees.

In Phases and All tasks, the left-hand table shows Assignees immediately beside Task. Hover over a shortened assignee list to see all names. An orange corner on a task name means it has pending changes, including new drafts and saved changes awaiting publication. Edited cells also show orange corners. The task marker clears when its changes are published or reverted.

Plan daily work in List view

Choose List from the view dropdown to browse tasks by due date (the End date), soonest first, with undated tasks last. Each row shows its dates, assignees and progress. The company-wide list also shows each task's project.

Open Filters to choose Today, Next 7 days, Next 30 days, or Overdue, and optionally an Assignee or Unassigned. Upcoming windows include work already in progress. Overdue shows unfinished tasks whose end date has passed. All dates includes tasks without dates; Clear all filters removes the filters.

Inside a task’s details, Add To-Do opens the full To-Do editor with that project and task already selected. Add a description, due date, assignees or photos, then choose Create To-Do. Click an existing to-do’s name to open its full editor; only the separate completion control changes whether it is complete. Closing the To-Do editor returns to the task with your unsaved task edits preserved.

Click a task to open its usual details. Editing still requires an explicit Save. Switching views or filtering does not save or discard pending schedule changes. Add Task and Add To-Do remain available below the list when your role allows them.

Switch views or go fullscreen

Use the View dropdown to switch between Gantt, List, Week, and Month (calendar) views. Week is not offered on phones.
In Gantt, use the magnifying-glass Zoom out and Zoom in buttons beside the view dropdown to change the timeline scale. Within an individual project's schedule, the flame button, labeled Hide critical path or Show critical path on hover, changes highlighting without changing dates. The all-projects Schedule page omits this button.
Click Export to download the schedule as Primavera P6 (XER or XML), Microsoft Project XML, or a CSV spreadsheet. It's desktop-only and unavailable while changes are pending or saving, or when there are no tasks. Use Save before exporting. New tasks remain private and are included in your own export. Publish opens a short confirmation; choosing Keep as draft keeps drafts private.
Click the Fullscreen button in the toolbar to expand the chart; press Escape to exit.

Don’t see this?

If the Add Phase, Add Task, and editing controls don't appear, your role has view-only access to the schedule. Ask your organization owner for edit access.

Save and publish a schedule

New tasks saved with Save are visible only to you until you publish them. The schedule uses one editor; there is no separate draft view. Existing published work remains available to people with access. Draft tasks have orange bars and a Draft label. Saving the task dialog keeps them private, including when automatic publishing is configured.

The top-right Save and Publish buttons are separate and stay visible together. Save persists chart edits and applies changes to already-published tasks; new tasks remain private drafts. It is disabled when there is nothing to save. Publish is enabled when new tasks or phases remain.

When new tasks or phases are present:

Click Publish at the top right. Pending edits are saved privately and checked for issues.
Confirm Publish to make the tasks and schedule changes visible to everyone with schedule access to the project. Search and filters do not limit publication; other people's private tasks are excluded.

Choose Keep as draft to close without publishing. If an error appears, correct it and try again.

Working days and project settings

Open Organization → Settings → Scheduling, then choose the project in Schedule to set working weekdays, excluded dates and Auto-publish on Save. Click Save changes in the bottom bar. If the calendar changed, review the affected task dates shown in the settings card, then click Save changes again to apply them. Back to settings returns to your edits; Discard abandons them. Applying a calendar turns auto-publish off so you can check and publish the new dates. Auto-publish on Save can be enabled once the saved working schedule matches the published schedule.

Assign people and follow up

Assignees lists people already on the project, including contacts without a Foreman login. Choosing someone does not grant project access. Use the existing Description for task scope and the discussion for conversation.

Published assignments get individual requests according to the company's notice lead time. Task details show each recipient's delivery and response state. Use Send now for a pending request or Resend when that action is available. Recipients open their email link, enter their name, and confirm or request a change; opening the link alone does not confirm anything. Overlap warnings show the other accessible work assigned to the same person; they help planning and do not block saving.