ForemanFOREMAN

Build a schedule

Lay out your project's work on a drag-and-drop Gantt — add phases, drop in dated tasks, and organize them the way the job runs.

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

  1. Open a project from Projects.
  2. Click the Schedule tab.
  3. Choose Gantt if a different view is selected — a list of phases and tasks appears on the left, with the timeline on the right.

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).

  1. At the bottom of the left pane, click Add Phase.
  2. A pending phase appears with an available name — New Phase, then New Phase 2, and so on.
  3. Click the phase name to rename it inline.
  4. Click Save schedule at the top right before creating tasks in the new phase.

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

Add a task

  1. Click Add Task at the bottom of the left pane.
  2. In the dialog, give the task a Title.
  3. Optionally choose the Phase directly beneath the title, or leave No phase for a standalone task.
  4. 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.
  5. Optionally add Assignees and a Description.
  6. Click Create Task. The dialog saves the new task; it does not save other pending chart edits.

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: Projects or Assignees.

Switch views or go fullscreen

  • Use the View dropdown to switch between Gantt, 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. The flame button, labeled Hide critical path or Show critical path on hover, changes highlighting without changing dates.
  • 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. Save chart edits first.
  • 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.
NextTask dependencies & critical path