Creating a Schedule in Schedule template

Managing Schedules in Schedule Templates – Stay on Track

• Schedules bring structure to project timelines, making it easier to plan, assign tasks, and track progress. 

• In the schedule templates, you can streamline planning and ensure consistency across projects.

Steps to Create and Manage a Schedule

1. Navigate to the Template Center section.

2. Click on Schedule to access your schedule templates.

3. Click the View button next to a template to open its schedule page.

The schedule page includes two views:

• List View: Displays schedules in a structured list.

• Gantt View: Provides a visual timeline of schedules and milestones.

Pro tip: Always start with a schedule template—it saves setup time and ensures no important steps are missed in your planning.

Creating a New Schedule – Plan with Precision

Adding a schedule inside a template helps structure your project phases and timelines effectively.

You can create schedules from both List View and Gantt View.

• List View: Click the Create button to open the Add Schedule side panel.

• Gantt View: Use the create option to open the off-canvas panel, where you can create a Schedule or Milestone.

What You Can Do Here

1. Click the Create Schedule button to begin.

2. The Add Schedule side panel (off-canvas page) will open.

Enter the schedule details:

• Schedule Name (Mandatory): Provide a clear name.

• Phase: Select the project phase the schedule belongs to.

• Priority: Set the priority level.

• Assign To: Choose the responsible assignee.

• Schedule Colour: Pick a colour for easy categorization.

• Duration: Define the time duration for completion.

• Description: Add supporting details.

• Attachments: Upload up to 4 images or PDFs (max 25MB each).

• Click the Create button to finalize and save the schedule.

Note: When creating a schedule from List View, Task and Reminder details are not included in the creation process. 

Pro tip: Use schedule colours to visually separate project phases—it makes tracking faster and easier.

Editing a Schedule – Keep It Up to Date

Schedules can be updated anytime to reflect changes in project timelines or responsibilities.

What You Can Do Here

• Click the Edit button next to the schedule you want to modify.

• Update details such as name, phase, priority, assignee, duration, or description.

• Once changes are made, click the Update button to save them.

You can access schedule actions through the Kebab menu (⋮). The available options are:

• Edit: Modify the schedule details.

• Add Child: Create a child schedule under the selected schedule.

• Delete: Remove the schedule from the template.

Pro tip: Review and update schedules regularly—keeping them current ensures smoother execution and avoids confusion down the line.

Creating a Schedule with AI

You can use Create Schedule with AI to generate schedules quickly.

Note: This feature is available only when no schedules exist in the template. Once a schedule is present, AI schedule creation is not available.

Deleting a Schedule – Clear Out What’s Not Needed

If a schedule is no longer relevant, you can easily remove it from the template.

What You Can Do Here

• Click the Delete button next to the schedule.

• A confirmation pop-up will appear with the message: “Are you sure you want to delete the schedule?”

• Click Yes to permanently remove the schedule.

Pro tip: Only delete schedules that are outdated or irrelevant—this keeps your template library clean while preserving important records.

Smarter Scheduling – Stay Organized, Stay On Time

• By managing schedules efficiently, you can streamline workflows, ensure tasks are completed on time, and keep projects running smoothly.

• Well-organized schedule templates not only save effort but also help maintain a structured and productive project timeline.

Pro tip: Regularly review and refine your schedules to match evolving project needs—this small habit leads to big gains in efficiency.