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  1. Tasks Managment
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  1. Tasks Managment

Task Schedule View

The Task Schedule View inside Fabritec Task Manager provides a visual timeline for reviewing tasks across Projects, Buildings, and Phases.
image.png
Instead of reviewing tasks only as individual records or calendar entries, Schedule View displays the complete execution plan across time.
Using Task Schedule View, you can:
Review Project, Building, Phase, and Task timelines
Understand when tasks start and finish
Compare task durations
Review the hierarchy between Projects, Buildings, Phases, and Tasks
Identify tasks that have not started on time
Identify overdue tasks
Monitor active and completed work
Expand the schedule for detailed operational review
Collapse the schedule for management-level visibility
Zoom in or out across the timeline
Review task information through tooltips
Export schedule information to Excel or PDF
Task Schedule View helps planning, project, production, Quality Control, shipping, and management teams understand how operational work moves across time.

Where to Find Task Schedule View#

Navigate to:
Task Manager → Schedule
The Schedule page opens a visual timeline containing Project, Building, Phase, and Task schedule bars.
The information displayed depends on:
The Projects available to the user
The Buildings and Phases inside those Projects
The tasks linked to each Project structure level
The user’s permissions
The Start Dates and Due Dates configured for the tasks
The current status of each task

What Is Task Schedule View?#

Task Schedule View is a timeline-based task-planning and monitoring page.
It displays task records according to:
Start Date
Due Date
Duration
Status
Project hierarchy
Task hierarchy
In simple terms:
Task Schedule View shows how planned and active work is positioned across time.
It helps users move from a list of individual tasks to a complete schedule that shows:
What should happen
When it should happen
How long it should take
Where it belongs in the Project structure
Whether it has started
Whether it is delayed
Whether it has been completed

Why Task Schedule View Is Useful#

Operational tasks are often connected to larger Project structures.
For example:
A Project contains one or more Buildings
A Building contains one or more Phases
A Phase contains production, Quality Control, documentation, and shipping tasks
Reviewing each task individually makes it difficult to understand the complete plan.
Task Schedule View brings these activities together in one timeline.
It helps teams identify:
Which Project is currently active
Which Building has the longest schedule
Which Phase should already be in progress
Which tasks are running at the same time
Which tasks have not started as planned
Which tasks are overdue
Which tasks have been completed
Where Project execution may be at risk

Task Schedule View vs Calendar View#

Fabritec Task Manager includes multiple views for reviewing work.
Two of the main time-based views are:
Calendar View
Schedule View
Although both use dates, they serve different purposes.

Calendar View#

Calendar View displays tasks according to specific calendar dates.
It is useful for:
Daily planning
Weekly planning
Monthly planning
Reviewing deadlines
Checking tasks due on a specific date
Understanding the workload for a particular day
Use Calendar View when the main question is:
Which tasks are due on this date?

Schedule View#

Schedule View displays tasks across a continuous timeline using Start Dates, Due Dates, durations, and hierarchy.
It is useful for:
Project schedule reviews
Building timeline comparisons
Phase planning
Task-duration analysis
Execution follow-up
Delay identification
Weekly planning meetings
Management reviews
Use Schedule View when the main question is:
How does the execution plan move across time?

Schedule Page Structure#

The Schedule page is divided into two main areas:
Schedule hierarchy
Timeline

Schedule Hierarchy#

The left side of the page displays the Project and task structure.
The hierarchy may include:
Project Summary
Building Summary
Phase Summary
Phase Tasks
This structure helps users understand where every task belongs.

Timeline#

The right side displays schedule bars across dates.
The timeline shows:
Months
Days
Task Start Dates
Task Due Dates
Task durations
Summary durations
Status-based task colors
Users can scroll horizontally to move across dates and vertically to review additional Projects and tasks.

Schedule Hierarchy#

Task Schedule View organizes operational information into a structured hierarchy.
A typical hierarchy includes:
Project
Building
Phase
Task
Example:

Project#

1421 - Steel

Building#

01 - City

Phase#

1421-01-10

Tasks#

0% Production for 1421-01-10
0% Shipping for 1421-01-10
This hierarchy allows users to move from the highest Project level down to the detailed task level.

Project Summary#

The Project Summary row represents the full schedule span of a Project.
The Project Summary bar provides a high-level view of:
When the Project schedule begins
When the Project schedule ends
The overall duration covered by its Buildings, Phases, and tasks
The general position of the Project within the displayed timeline
Use the Project Summary when reviewing:
Multiple Projects
Overall Project timing
Long-term planning
Project-level schedule comparisons
Management reporting
The Project Summary does not represent one individual task.
It summarizes the timing of the work displayed under the Project.

Building Summary#

The Building Summary row represents the schedule span of a specific Building inside a Project.
A Project may contain several Buildings, each with its own:
Phases
Tasks
Start timing
Duration
Completion status
The Building Summary helps users compare Building schedules within the same Project.
Use it to answer questions such as:
Which Building starts first?
Which Building finishes last?
Which Building has the longest schedule?
Which Building contains delayed tasks?
Are multiple Buildings being executed at the same time?

Phase Summary#

The Phase Summary row represents the timeline of a specific Phase inside a Building.
A Phase Summary helps users understand:
Where the Phase starts
Where the Phase ends
How long the Phase schedule lasts
How Phase tasks are distributed across time
How the Phase fits inside the Building schedule
Phase Summary rows are useful for:
Engineering follow-up
Revision preparation
Production planning
Quality Control planning
Shipping readiness
Phase-level execution review

Task Rows#

Task rows represent actual Task Manager records.
A Task row can display work such as:
Review Contract
Upload Project Documents
Prepare GA Drawings
Review Imported Items
Release Phase for Production
Perform Quality Inspection
Prepare Packing List
Confirm Shipping Readiness
Follow Up Site Activities
Each task bar is positioned according to its configured Start Date and Due Date.
Task bars help users understand:
When the task should begin
When the task should finish
How long the task is expected to take
Whether the task is active
Whether the task has been delayed
Whether the task is completed

Task Bars#

Each task is represented by a horizontal bar on the timeline.
The bar position shows the planned time period for the task.
For example:
A short bar may represent a one-day review activity
A longer bar may represent a multi-week engineering activity
Overlapping bars indicate tasks scheduled during the same period
A bar positioned in the past may indicate delayed or completed work, depending on its status
Task bars allow users to compare multiple activities without opening each task individually.

Summary Bars vs Task Bars#

Schedule View displays both summary bars and individual task bars.

Summary Bars#

Summary bars represent:
Projects
Buildings
Phases
They provide an aggregated timeline for the structure below them.

Task Bars#

Task bars represent actual operational tasks.
They display the specific planned schedule and task status.
Use summary bars for high-level schedule review.
Use task bars for detailed execution follow-up.

Expand and Collapse Controls#

Task Schedule View allows users to expand or collapse the schedule hierarchy.
These controls help users move between detailed and summarized schedule views.

Expand All Tasks#

Click Expand all tasks to display all available hierarchy levels.
This can include:
Projects
Buildings
Phases
Tasks
Use Expand All Tasks for:
Detailed planning meetings
Phase follow-up
Task-level review
Delay analysis
Reviewing the relationship between summary bars and individual tasks
Identifying the specific activity causing schedule risk
The expanded view provides more information but may require more vertical scrolling.

Collapse All Tasks#

Click Collapse all tasks to hide lower-level details.
This keeps the schedule focused on higher-level summaries.
Use Collapse All Tasks for:
Management review
Comparing Project schedules
Comparing Building schedules
Reviewing overall time spans
Reducing visual detail
Presenting the schedule during a high-level meeting

Expanding Individual Rows#

Users may also expand specific Project, Building, or Phase rows without expanding the entire schedule.
This is useful when reviewing one area while keeping the remaining schedule collapsed.
For example:
1.
Expand the required Project
2.
Expand one Building
3.
Expand the delayed Phase
4.
Review the individual Phase tasks
This allows focused schedule analysis without opening every hierarchy level.

Schedule Status Colors#

Schedule View uses different colors to help users understand task and summary information quickly.
The legend may include:
Project Summary
Building Summary
Phase Summary
To Do
In Progress
To Do and Start Date Passed
Overdue
Done
The legend should be used as the reference for interpreting the bars displayed on the timeline.

Project Summary Status#

The Project Summary color identifies a Project-level summary bar.
It represents the overall Project time span rather than an individual task status.
Use this bar to understand how long the Project schedule extends across the timeline.

Building Summary Status#

The Building Summary color identifies the schedule span of a Building.
It helps separate Building-level timing from Projects, Phases, and tasks.

Phase Summary Status#

The Phase Summary color identifies the overall Phase timeline.
It provides a visual summary of the tasks located under that Phase.

To Do#

A To Do task has not started yet.
This status normally represents planned work that is waiting for execution.
A To Do task may be correct when:
Its Start Date is still in the future
The required predecessor work is not complete
The task is planned for a later stage
The task is waiting for its scheduled execution period
Review To Do tasks to confirm that:
An Assignee exists
The Start Date is realistic
The task Description is clear
Required documents or inputs are available
Dependencies are correctly configured

In Progress#

An In Progress task has started and is currently active.
Use this status to identify work that is being executed.
Review In Progress tasks to confirm:
The task is moving as planned
The Due Date remains achievable
The Assignee has the required inputs
Comments and attachments are updated
Work Logs are recorded where required
Blocking issues are documented
A large number of long-running In Progress tasks may indicate:
Delayed completion
Unclear acceptance criteria
Missing updates
Resource constraints
Dependencies preventing closure

To Do and Start Date Passed#

A task marked as To Do and Start Date Passed has not started even though its planned Start Date has already passed.
This is an early warning indicator.
The task may not yet be overdue, but execution has not started according to plan.
This status may indicate:
The Assignee has not started the task
A predecessor task is delayed
Required information is missing
The Start Date is no longer realistic
The task status has not been updated
The task has been overlooked
Review these tasks before they become overdue.
Recommended follow-up:
1.
Open the task
2.
Confirm the Assignee
3.
Review dependencies
4.
Confirm whether the required inputs are available
5.
Update the task status if work has started
6.
Adjust the dates only when the schedule has genuinely changed
7.
Record the reason for the delay where appropriate

Overdue#

An Overdue task has passed its planned Due Date and is not complete.
Overdue tasks require attention because they may affect:
Project execution
Building preparation
Phase readiness
Engineering output
Production release
Quality Control
Shipping readiness
Delivery commitments
Site activities
An overdue task does not always mean the full Project is delayed.
However, it should be reviewed to understand its operational impact.
Recommended follow-up:
1.
Confirm whether the task is genuinely incomplete
2.
Review the current progress
3.
Confirm the responsible Assignee
4.
Identify blocking issues
5.
Review dependent tasks
6.
Update the Due Date only when the revised plan has been approved
7.
Add comments explaining the reason and next action
8.
Escalate tasks that affect critical Project commitments

Done#

A Done task has been completed.
Done tasks confirm that planned work has been closed.
Use completed tasks to review:
Which activities were finished
Whether the planned sequence was followed
Whether related tasks can begin
Whether the Phase or Project summary is progressing
Historical execution timing
Tasks should be marked Done only after the required work and acceptance criteria have been completed.

Schedule Toolbar#

The Schedule toolbar provides tools for controlling the timeline display and exporting schedule information.
Available tools may include:
Expand all tasks
Collapse all tasks
Zoom in
Zoom out
Zoom to fit
Excel export
PDF export
Settings

Zoom In#

Use Zoom in to display a more detailed timeline.
Zooming in helps users review:
Individual days
Short-duration tasks
Tasks scheduled close together
Exact Start and Due Date positions
Overlapping activities
Detailed planning periods
Use Zoom In during:
Daily or weekly planning
Detailed Phase reviews
Delay investigation
Task-sequence analysis

Zoom Out#

Use Zoom out to display a wider period.
Zooming out helps users review:
Multiple weeks
Multiple months
Long Project schedules
Multiple Buildings
Overall Phase distribution
High-level schedule alignment
Use Zoom Out during:
Management review
Long-term planning
Project comparison
Building comparison
Schedule overview meetings

Zoom to Fit#

Use Zoom to fit to adjust the timeline so the complete displayed schedule fits more clearly within the available area.
This is useful when:
The Project schedule covers a long period
Tasks extend beyond the current visible dates
Users want to review the complete schedule span
A schedule is being presented during a meeting
The user has zoomed too far in or out
Zoom to Fit helps restore a balanced view of the schedule.

Timeline Navigation#

Task Schedule View supports horizontal and vertical navigation.

Horizontal Scrolling#

Use horizontal scrolling to move across dates.
This helps users review:
Earlier activities
Current work
Future tasks
Long-running Projects
Tasks scheduled outside the visible period
The timeline header displays time periods such as months and days.

Vertical Scrolling#

Use vertical scrolling to review additional rows.
This may include:
More Projects
More Buildings
More Phases
More tasks
Vertical scrolling is especially useful when the schedule is fully expanded.

Task Tooltip#

Hovering over a task bar displays a tooltip containing task information.
The tooltip may show:
Task Name
Start Date
Due Date
Priority
Status
Assignees
Example:
Task: 0% Production for 1421-01-10
Start Date: 10/3/2025
Due Date: 1/15/2026
Priority: Normal
Status: To Do
Assignees: -
Tooltips allow users to review task information without leaving the Schedule page.
Use them for quick checks during schedule reviews.

Reviewing Task Information#

When reviewing a task through the Schedule View, confirm:
The task title clearly describes the work
The Start Date is correct
The Due Date is realistic
The status reflects actual progress
The Priority is appropriate
An Assignee is selected
The task belongs to the correct Project, Building, or Phase
The task is not blocked by another activity
The schedule bar reflects the intended duration
If more detail is required, open the task from Task Manager and review its full record.

Excel Export#

Use Excel export to download schedule information for offline use.
Excel export can support:
Internal planning reports
Management analysis
Meeting preparation
Schedule comparison
Additional calculations
Offline filtering
Progress follow-up
Customer or contractor reporting where appropriate
After exporting, confirm that the selected schedule range and hierarchy contain the information required for the report.

PDF Export#

Use PDF export to create a fixed schedule snapshot.
PDF export can support:
Formal documentation
Project review packs
Management reporting
Weekly progress reports
Meeting records
Schedule approval
External sharing where appropriate
A PDF represents the schedule at the time it was exported.
Changes made later in Fabritec will not automatically update the exported file.

Settings#

The Schedule toolbar may include a Settings option.
Use Settings to control available Schedule View preferences where supported by the system.
The available options may depend on the current Fabritec version and the user’s permissions.

How Task Schedule View Helps Different Teams#

Task Schedule View supports different operational roles.

Project Managers#

Project Managers can use Schedule View to:
Review the complete Project timeline
Compare Building and Phase schedules
Identify delayed activities
Follow up Project tasks
Review upcoming deadlines
Prepare progress meetings
Understand whether Project commitments are at risk

Planning Teams#

Planning teams can use Schedule View to:
Review planned work across time
Compare Phase schedules
Identify work that should have started
Review overlapping activities
Coordinate upcoming tasks
Evaluate schedule duration
Support weekly planning meetings

Engineering Teams#

Engineering teams can use Schedule View to:
Review drawing-related tasks
Monitor revision activities
Follow up approval tasks
Identify delayed engineering outputs
Understand how engineering timing affects production release

Production Teams#

Production teams can use Schedule View to:
Review production-related tasks
Identify upcoming Phase activities
Track work that is waiting to start
Follow up delayed production tasks
Understand the timing relationship between production and shipping

Quality Control Teams#

Quality Control teams can use Schedule View to:
Review inspection-related tasks
Identify Quality Control activities approaching their Start Dates
Follow up overdue inspections
Understand whether Quality Control delays may affect shipping
Coordinate with production teams

Shipping Teams#

Shipping teams can use Schedule View to:
Review packing and readiness tasks
Follow up shipping preparation
Identify activities delayed by production or Quality Control
Review planned dispatch-related deadlines
Coordinate with Project and Production teams

Management#

Management can use Schedule View to:
Compare Project timelines
Review Building and Phase progress
Identify overdue work
Monitor schedule risk
Review execution without opening every task
Prepare high-level performance discussions
Use collapsed summary rows for management-level review and expanded rows for root-cause investigation.

How to Review a Schedule#

A structured schedule review helps teams focus on the most important information.
Recommended review sequence:
1.
Review the Project Summary bars
2.
Compare Building Summary bars
3.
Review Phase Summary bars
4.
Identify tasks marked Overdue
5.
Identify tasks marked To Do and Start Date Passed
6.
Review active In Progress tasks
7.
Check future To Do tasks
8.
Review Assignees and Priorities through tooltips
9.
Expand delayed areas for more detail
10.
Record required follow-up actions
This approach moves from the high-level Project view to the detailed task level.

Practical Example: Reviewing a Delayed Phase#

Assume a Project contains:

Project#

Industrial Warehouse Expansion

Building#

Main Production Building

Phase#

Phase 03 – Roof Structure

Tasks#

Upload Approved Drawings
Review Phase BOM
Release Phase for Production
Perform Final Inspection
Prepare Packing List
During the schedule review:
Upload Approved Drawings is Done
Review Phase BOM is Overdue
Release Phase for Production is To Do and Start Date Passed
Final Inspection is scheduled for the future
Prepare Packing List is scheduled after Final Inspection
The Schedule View helps the team identify that:
Review Phase BOM is the immediate delayed task
Production Release has not started as planned
Future Quality Control and Shipping tasks may be affected
The Project Manager can then review the delayed task and coordinate with the Planning and Production teams.

Practical Example: Comparing Buildings#

Assume one Project contains three Buildings:
Building A
Building B
Building C
Using the collapsed Schedule View, management can compare the Building Summary bars.
The schedule may show:
Building A is nearing completion
Building B has the longest remaining duration
Building C starts later
Building B contains several overdue tasks
Management can then expand Building B to identify the affected Phases and tasks.

Practical Example: Weekly Planning Meeting#

During a weekly planning meeting, the team can:
1.
Open Task Manager → Schedule
2.
Collapse all tasks
3.
Review Project and Building summary bars
4.
Expand Projects requiring attention
5.
Identify Overdue tasks
6.
Identify To Do tasks with passed Start Dates
7.
Review In Progress tasks due during the week
8.
Review upcoming work
9.
Assign follow-up actions
10.
Export the schedule when required
This creates a structured discussion based on the live Task Manager schedule.

Common Use Cases#

Project Schedule Review#

Use Schedule View to understand the full Project execution period.
Review:
Project Summary
Building Summary
Phase Summary
Delayed tasks
Upcoming activities

Building Comparison#

Use Building Summary bars to compare Buildings within the same Project.
Review:
Start timing
End timing
Duration
Overlapping schedules
Delayed Building activities

Phase Follow-Up#

Expand the required Phase to review all linked tasks.
Review:
Task sequence
Start and Due Dates
Status
Delays
Assignees
Priorities

Overdue Task Review#

Use the color legend to locate overdue tasks.
Review:
The responsible user
The original Due Date
Current progress
Blocking activities
Dependent tasks
Operational impact

Delayed Start Review#

Review tasks marked To Do and Start Date Passed.
These tasks provide early warning before the Due Date is missed.

Weekly Planning#

Use Schedule View during weekly planning to review:
Current tasks
Next-week activities
Delayed work
Phase transitions
Project-level schedule risk

Management Reporting#

Collapse lower-level rows and export the schedule for management review.
Use summary bars to communicate:
Overall Project timing
Building schedule comparisons
Phase distribution
Areas requiring attention

Relationship with Task Templates#

Task Templates and Task Schedule View support different parts of the task-planning process.

Task Templates Define the Work#

Task Templates define:
Which tasks should be created
Who should be assigned
Who should watch the task
The task Priority
The Start Offset
The Duration
The Estimated Hours
The task dependencies

Task Schedule View Displays the Work#

After a template is applied, the generated tasks can appear in Schedule View according to their calculated dates.
Schedule View then helps users monitor:
Start timing
End timing
Duration
Status
Delays
Project hierarchy
Example workflow:
1.
Create a template named Project Engineering Workflow
2.
Apply it to a Project
3.
Select the Template Start Date
4.
Fabritec creates the tasks
5.
Generated tasks receive Start Dates and Due Dates
6.
The tasks appear in Task Schedule View
7.
The team monitors progress across the timeline
Task Templates standardize task creation.
Task Schedule View supports schedule monitoring after the tasks exist.

Schedule Governance#

Task Schedule View strengthens execution governance by making planned timing and current status visible.

Hierarchical Visibility#

Tasks remain connected to their:
Project
Building
Phase
This keeps operational work within the correct Project context.

Schedule Accountability#

Tasks display planned Start and Due Dates.
This creates a clear reference for reviewing whether work started and finished as planned.

Early Warning#

Tasks marked To Do and Start Date Passed provide early warning before they become overdue.

Delay Visibility#

Overdue tasks are visible without opening every individual record.

Management Control#

Summary bars provide high-level visibility while expandable task rows provide operational detail.

Reporting Support#

Excel and PDF export options support planning reviews, progress reporting, and management communication.

Important Considerations#

Schedule View depends on accurate task Start Dates and Due Dates.
Tasks without realistic dates may reduce schedule accuracy.
Users should update task statuses when work begins or finishes.
A task may appear delayed if its status has not been updated.
Overdue tasks should be reviewed before their dates are changed.
Changing dates should reflect an approved schedule revision, not hide a delay.
Summary bars depend on the timing of the work displayed under them.
Expanding all rows may create a large schedule that requires more scrolling.
Use collapsed rows for high-level review.
Use expanded rows for operational analysis.
Exported Excel and PDF files are static snapshots.
The visible schedule depends on the user’s permissions and available Project data.

Troubleshooting#

A Task Does Not Appear in Schedule View#

Confirm that:
The task is linked to the correct Project, Building, or Phase
The task has valid scheduling information
The task is not archived
The user has permission to view the linked entity
The relevant Project hierarchy is expanded
The schedule is positioned on the correct date range

A Task Appears as To Do and Start Date Passed#

Confirm whether:
Work has actually started
The status should be changed to In Progress
A predecessor activity is delayed
The Assignee has the required information
The Start Date needs an approved revision

A Task Appears Overdue but Work Is Complete#

Confirm whether:
The task status was updated to Done
All required completion steps were recorded
The task was closed correctly
The page needs to be refreshed after the update

The Timeline Is Too Wide#

Use:
Zoom out
Zoom to fit
Horizontal scrolling
Collapse all tasks

The Schedule Contains Too Much Detail#

Use:
Collapse all tasks
Expand only the required Project
Expand only the affected Building or Phase
Review summary bars first

A Summary Bar Looks Longer Than Expected#

Expand the summary row and review the tasks underneath it.
A long Project, Building, or Phase summary may be caused by:
A task with an early Start Date
A task with a distant Due Date
An overdue task
A long-duration task
Incorrect task dates

⭐ Best Practices#

Keep task Start Dates and Due Dates accurate
Update statuses when work begins
Mark tasks Done only after completion
Review overdue tasks regularly
Review tasks marked To Do and Start Date Passed before they become overdue
Start schedule reviews with Project Summary bars
Compare Building and Phase Summary bars before opening individual tasks
Use Expand All Tasks for detailed planning sessions
Use Collapse All Tasks for management reviews
Expand only the affected hierarchy when investigating a delay
Use tooltips for quick task checks
Use Zoom In for short-term schedule analysis
Use Zoom Out for long-term planning
Use Zoom to Fit when reviewing the full schedule
Review Schedule View during weekly planning meetings
Confirm Assignees and Priorities for delayed tasks
Review dependencies when one delay affects another task
Export to Excel for additional analysis
Export to PDF for fixed schedule reporting
Do not change dates only to remove overdue indicators
Record the reason when an approved schedule change is made

🔗 Related Articles#

Reports – Analyze production performance
Dashboards – Track daily productivity trends
Shifts – Manage worker schedules
Labours – Assign and manage factory workers
Modified at 2026-07-20 20:00:13
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