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.

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.

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.

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.

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

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Pro tip: Only delete schedules that are outdated or irrelevant—this keeps your template library clean while preserving important records.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