Task Templates & Schedule View
The Task Templates and Schedule View features inside Fabritec Task Manager help teams create reusable task workflows and track them visually across time.These features are useful when teams repeat the same operational steps across multiple Projects, Buildings, or Phases.Using Task Templates & Schedule View, you can:Create reusable task workflows
Apply task templates to Projects, Buildings, or Phases
Define assignees, watchers, tags, priority, start offset, duration, and estimated hours
Create parent tasks and subtasks
Add dependencies between related tasks
Preview generated dates before applying a template
Track project, building, phase, and task timelines visually
Identify overdue tasks and tasks that should have already started
Export schedule data to Excel or PDF
📍 Where to Find Task Templates & Schedule View#
Task Manager → Task TemplatesUse this page to create, edit, and apply reusable task templates.Use this page to review task timelines and project schedules visually.
Task Templates#
The Task Templates page allows users to create predefined task structures that can be reused across different operational contexts.A Task Template can be applied to:This allows the same workflow to be reused many times without rebuilding the task list manually.
What Are Task Templates?#
Task Templates are reusable task sets that generate tasks automatically inside Fabritec.Each template can include:Start offset and duration
Calendar or working day calculation logic
Task Template = a ready-made task plan that can be applied to a Project, Building, or Phase.
Why Task Templates Are Useful#
Many operational workflows are repeated across projects, such as:Phase revision preparation
Delays in starting execution
Task Templates Page#
The Task Templates page displays templates as cards.Each Template Card may show:Assignee or participant initials
Creating a New Template#
To create a new template:1.
Navigate to Task Manager → Task Templates
8.
Configure assignees, watchers, tags, priority, start offset, and duration
9.
Add dependencies if needed
10.
Review the template using Grid or Timeline
New Template Page#
The New Template page is where the template is built.The template summary may show:Number of people assigned
Template Name#
The Template Name is the name that appears in the Task Templates library.Use a clear name that explains the purpose of the template.Project Engineering Workflow
Building Preparation Template
Production Release Checklist
Shipping Readiness Template
Description#
The Description explains when the template should be used.Use this template when starting a new project to assign kickoff tasks, upload project documents, prepare drawings, and start the initial planning workflow.
Use this template when preparing a new phase revision, including item import, drawing upload, review, approval, and production release.
Applies To#
The Applies to field defines where the template can be applied.This setting controls the type of entity that will receive the generated tasks.
Project#
Select Project when the template should create tasks linked to a full project.Use Project templates for:
Building#
Select Building when the template should create tasks linked to a specific building inside a project.Use Building templates for:Confirm building quantities
Prepare building phase plan
Prepare building shipping sequence
Review site delivery requirements
Phase#
Select Phase when the template should create tasks linked to a specific phase.Release phase for production
Confirm shipping readiness
Offset Unit#
The Offset Unit defines how Fabritec calculates the generated task dates.
Calendar Days#
Calendar days count all days continuously, including weekends and non-working days.
Example:If the template is applied on June 20 and a task has a Start Offset of 2, the task starts on June 22.
Calendar-based follow-ups
Working Days#
Working days count only the company’s working days.Use Working Days for operational workflows such as:Working Days help create a more realistic schedule for execution teams.
Template View#
Inside the New Template or Edit Template page, users can switch between:
Grid View#
Grid View displays template tasks in a table format.
Use it to manage:Grid View is best for building or editing the template structure quickly.
Timeline View#
Timeline View displays template tasks visually on a timeline.
Use it to review:In the template builder, the Timeline is based on Start Offset and Duration.
Task Set#
The Task Set is the main section where template tasks are created.From this section, users can:Define assignees and watchers
Set start offsets and durations
Adding Tasks#
Click Add Task to add a new row to the template.Each task row can include:Use action-based task names.Release phase for production
Subtasks#
Fabritec supports creating Subtasks inside a Task Template.Subtasks help break large work into smaller steps.Main task#
Subtasks#
Upload technical specifications
Main task#
Subtasks#
Assignees are the users responsible for executing the task.Prepare GA Drawings → Design Engineer
Extract Material Takeoff → Planning Engineer
Create Purchase Request → Procurement Engineer
Release Phase for Production → Production Manager
Inspect Final Welding → QC Inspector
Start Offset#
The Start Offset defines when the task should start relative to the template Start Date.It does not define a fixed calendar date.Template applied on June 20:| Task | Start Offset | Generated Start Date |
|---|
| Task A | 0 | June 20 |
| Task B | 1 | June 21 |
| Task C | 2 | June 22 |
This allows the same template to be reused with different start dates.
Duration#
The Duration defines how long the task is expected to take.Task: Prepare GA Drawings
The task starts one day after the template Start Date and continues for five days.
Priority#
The Priority field defines task urgency.Available priority levels may include:| Priority | Usage |
|---|
| Critical | Blocking work or affecting delivery |
| High | Important task with operational impact |
| Normal | Standard task |
| Low / Very Low | Non-urgent follow-up or improvement task |
Task Details Inside Template#
Opening a task inside the template displays the Task Details window.
This window allows users to configure detailed information for that template task.The Task Details window includes:
Description#
The Description field allows users to add detailed instructions for the task.Use Description to capture:Review all Phase 01 drawings and confirm that the latest revision is ready before importing items into the phase revision.
Estimated Hours#
The Estimated Hours field defines the expected work effort required to complete the task.Task: Prepare GA Drawings
Understand expected effort
Compare planned effort with actual work logs later
Improve future planning accuracy
Support capacity planning
Dependencies in Task Templates#
Task Templates support Dependencies between tasks.A dependency means one task is connected to another task in a planned sequence.Dependencies help teams control task timing and avoid starting work before previous work is ready.
Examples:Drawing review must finish before production release starts
Material estimation must finish before purchase request starts
QC review must finish before shipping preparation finishes
Phase revision approval must finish before production release starts
Dependency Fields#
The Dependencies section includes:
Dependency Type#
FS: Finish to Start#
The current task starts after the predecessor task finishes.Estimate Materials starts after Prepare GA Drawings finishes.
This is the most common dependency type.
SS: Start to Start#
The current task starts when the predecessor task starts.Prepare Procurement Plan starts when Material Estimation starts.
FF: Finish to Finish#
The current task finishes when the predecessor task finishes.QC Documentation finishes with Final Inspection.
SF: Start to Finish#
The current task finishes when the predecessor task starts.This is less common and is usually used for special handover cases.
Lag / Lead#
The Lag / Lead value controls timing between dependent tasks.Zero = no delay or overlap
Dependency Type: FS: Finish to Start
The current task starts two days after the predecessor finishes.
Dependency Type: FS: Finish to Start
The current task can start one day before the predecessor finishes.
Use lead only when overlap is operationally safe.
Applying a Task Template#
After creating a template, users can apply it from the Task Templates page.1.
Navigate to Task Manager → Task Templates
2.
Find the required template
4.
Select the target Project, Building, or Phase
6.
Review the Schedule Preview
Apply Task Template Window#
The Apply task template window displays the template details before creating tasks.
It includes:Template name and description
Selecting the Target#
The target selector depends on the template type.If the template applies to Project, the user selects a Project.
If the template applies to Building, the user selects a Building.
If the template applies to Phase, the user selects a Phase.
Start Date#
The Start Date is the date used to calculate task dates.Fabritec combines the Start Date with each task’s Start Offset.| Task | Start Offset | Generated Date |
|---|
| Review contract | 0 | June 20 |
| Upload documents | 1 | June 21 |
| Prepare drawings | 2 | June 22 |
If the template uses Working days, Fabritec calculates dates based on working days.If the template uses Calendar days, Fabritec calculates dates using all calendar days.
Schedule Preview#
Before applying the template, Fabritec displays a Schedule Preview.The preview can be shown in two modes:Days shows each task according to its day number inside the template.Dates shows the actual generated dates based on the selected Start Date.This helps users confirm the schedule before tasks are created.
What Happens After Applying the Template?#
After clicking Apply, Fabritec creates real tasks inside Task Manager.The generated tasks support the same Task Manager features, including:This means templates do not create static checklists.They create live operational tasks that can be tracked and controlled.
The Schedule View is a timeline-based view inside Task Manager.It helps users review project-related task schedules visually across time.Unlike the Calendar View, which focuses on due dates, Schedule View focuses on timeline planning, task duration, hierarchy, and schedule status.
What Is Schedule View?#
Schedule View displays tasks on a timeline.It helps users understand:When work starts and ends
Which tasks are active, overdue, or not started on time
How project, building, and phase schedules are connected
Which tasks belong to each project structure level
Schedule View shows the execution plan across time.
📍 Where to Find Schedule View#
The Schedule page opens a timeline showing project, building, phase, and task schedule bars.
Schedule View vs Calendar View#
Task Manager includes multiple task views.The two main time-based views are:
Calendar View#
The Calendar View displays tasks based on dates.Daily, weekly, or monthly planning
Reviewing tasks due on a specific day
What tasks are due on this date?
Schedule View#
The Schedule View displays tasks on a timeline based on start dates, durations, and schedule structure.Reviewing project task plans
Tracking execution over time
Comparing tasks across Projects, Buildings, and Phases
Supporting planning meetings
How does the work plan move across time?
Schedule Page Structure#
The Schedule page shows a timeline with rows and bars.The left side displays the task hierarchy.The right side displays the timeline.Users can scroll horizontally to move across dates and vertically to review more tasks.
Schedule Hierarchy#
Schedule View displays data in a structured hierarchy:Project#
Building#
Phase#
Tasks#
0% Production for 1421-01-10
0% Shipping for 1421-01-10
Project Summary#
The Project Summary bar represents the full project timeline.It gives users a quick view of the project’s total schedule span.
Building Summary#
The Building Summary bar represents the schedule of a specific building inside the project.It helps users compare building timelines within the same project.
Phase Summary#
The Phase Summary bar represents the planned timeline of a phase.It helps users understand where each phase starts and ends inside the building schedule.
Task Bars#
Task bars represent actual tasks.They help users identify:Tasks that should have already started
Expand and Collapse Controls#
The Schedule page allows users to expand or collapse task hierarchy levels.
Expand All Tasks#
Click Expand all tasks to show all levels of the schedule, including Projects, Buildings, Phases, and Tasks.
Collapse All Tasks#
Click Collapse all tasks to hide detailed rows and keep a higher-level view.Comparing project and building timelines
Schedule Status Colors#
Schedule View uses colors to help users understand task type and status quickly.To Do and Start Date Passed
To Do#
A task that has not started yet.Use this status to identify planned work that is still waiting for action.
In Progress#
A task that has started and is currently active.Use this status to track ongoing work.
To Do and Start Date Passed#
A task that has not started even though its planned start date has already passed.This is an early warning indicator.
Overdue#
A task that has passed its planned due date and is not complete.This status requires attention because it may affect:
Done#
Use this status to confirm that work has been completed and closed.
The Schedule toolbar provides tools to control the timeline display.
Zoom Controls#
Use Zoom in to review tasks by shorter time periods or specific dates.Use Zoom out to show a wider time range across weeks or months.Use Zoom to fit when the project schedule is long and you want to see the full timeline more clearly.
Export Options#
External sharing when appropriate
Timeline Navigation#
Schedule View supports both horizontal and vertical scrolling.Horizontal scrolling allows users to move across dates.Vertical scrolling allows users to review more Projects, Buildings, Phases, and Tasks.The timeline displays months and days, helping users understand where tasks are positioned in time.
When hovering over a task bar, Fabritec displays a tooltip with task details.This allows users to quickly review task information without leaving the Schedule page.Task: 0% Production for 1421-01-10
How Schedule View Helps Teams#
Schedule View helps teams answer questions such as:Which project tasks are currently active?
Which phase tasks are delayed?
Which tasks should have started already?
Which building has the longest timeline?
Which production or shipping tasks require follow-up?
How does the task plan align with the project structure?
Schedule View Inside Task Templates#
Timeline View is also available inside the Task Template builder.Inside templates, the timeline shows the planned structure before applying it.The timeline is based on:Use Template Timeline View to check:
Relationship Between Task Templates and Schedule View#
Task Templates and Schedule View are connected.
Task Templates Create the Work#
What tasks should be created
Who should watch the task
When each task should start
How long each task should take
Which tasks depend on other tasks
Schedule View Displays the Work#
1.
User creates a template named Project Engineering Workflow
3.
User applies the template to a project
4.
Fabritec creates the tasks automatically
5.
The tasks appear in Schedule View based on their dates and duration
6.
The team tracks progress visually from the timeline
Practical Example: New Project Kickoff Template#
Template Name#
Applies To#
Offset Unit#
Tasks#
| Task | Assignee | Start Offset | Duration | Priority |
|---|
| Review Contract | Project Manager | 0 | 1 | High |
| Upload Project Documents | Document Controller | 0 | 2 | Normal |
| Assign Project Team | Project Manager | 1 | 1 | High |
| Prepare GA Drawings | Design Engineer | 2 | 5 | High |
| Estimate Materials | Planning Engineer | 7 | 2 | Normal |
| Create Purchase Request | Procurement Engineer | 9 | 1 | Normal |
Dependencies#
Estimate Materials depends on Prepare GA Drawings
Create Purchase Request depends on Estimate Materials
Result#
When this template is applied to a project, Fabritec creates the kickoff tasks automatically with planned dates, owners, duration, priority, and dependencies.
Practical Example: Phase Revision Template#
Template Name#
Applies To#
Offset Unit#
Tasks#
| Task | Assignee | Start Offset | Duration | Priority |
|---|
| Create Revision | Planning Engineer | 0 | 1 | High |
| Import Phase Items | Planning Engineer | 0 | 1 | High |
| Upload Phase Drawings | Document Controller | 1 | 2 | High |
| Review Imported Items | Planning Manager | 2 | 1 | Normal |
| Approve Revision | Project Manager | 3 | 1 | High |
| Release Phase for Production | Production Manager | 4 | 1 | Critical |
Dependencies#
Upload Phase Drawings depends on Import Phase Items
Review Imported Items depends on Upload Phase Drawings
Approve Revision depends on Review Imported Items
Release Phase for Production depends on Approve Revision
Result#
The phase team receives a ready workflow for revision preparation and production release.
Common Use Cases#
New Project Kickoff#
Use a Project template to create kickoff tasks when a new project starts.
Building Preparation#
Use a Building template when each building requires its own preparation workflow.Confirm building quantities
Prepare building phase plan
Phase Revision Preparation#
Use a Phase template when preparing a new revision.
Production Release Checklist#
Use a Phase template before releasing a phase to production.Confirm revision approval
Confirm production readiness
Shipping Readiness Follow-Up#
Use a Project or Phase template to prepare shipping activities.Confirm loading requirements
Governance Model Summary#
Task Templates and Schedule View support the Task Manager governance model by adding stronger planning and schedule control.Reusable Execution Structures#
Templates standardize repeated workflows.Entity-Based Task Planning#
Tasks can be applied to Projects, Buildings, or Phases.Timeline Visibility#
Schedule View shows task timing, hierarchy, and status visually.Dependency Planning#
Dependencies define relationships between tasks.Controlled Follow-Up#
Overdue and delayed tasks can be identified quickly.More consistent task creation
Better planning visibility
Stronger execution control
Better coordination between departments
⭐ Best Practices#
Task Templates#
Write descriptions that explain when to use the template
Choose Applies to carefully
Use Project templates for project-wide workflows
Use Building templates for building-specific workflows
Use Phase templates for revision, production, QC, and shipping workflows
Use Working days for operational work
Use Calendar days for fixed calendar schedules
Keep task names action-based
Use subtasks for detailed work packages
Add assignees and watchers from the beginning
Use tags for classification
Use dependencies only when tasks have a real sequence
Review Timeline View before saving the template
Schedule View#
Review Project, Building, and Phase summary bars first
Use Expand all tasks for detailed review
Use Collapse all tasks for high-level review
Monitor Overdue tasks regularly
Review tasks marked as To Do and Start Date Passed
Use tooltips to check task details quickly
Use Zoom in for detailed date review
Use Zoom out for long-term planning
Use Zoom to fit when reviewing long schedules
Export to Excel or PDF when preparing reports
Review Schedule View during weekly planning meetings
Summary#
Task Templates allow users to create reusable task workflows for Projects, Buildings, and Phases.They standardize repeated operational work by defining tasks, subtasks, assignees, watchers, tags, priorities, start offsets, durations, estimated hours, and dependencies.Schedule View displays tasks visually across time.It helps teams review project, building, phase, and task timelines using hierarchy, color indicators, tooltips, zoom controls, and export options.Together, Task Templates and Schedule View help teams reduce manual task creation, improve schedule visibility, standardize execution workflows, and manage task planning with stronger control.
🔗 Related Articles#
Modified at 2026-06-22 09:03:45
