Answer a range of scheduling questions.

Filter schedule information to answer the following questions.

  • What does the schedule look like for one work?
  • What does the schedule look like for a range of works?
  • Do I have resource issues?
  • Have we been on time for key tasks across a range of schedules?
  • Where are the bottlenecks and how can we improve?
  • What am I meant to be working on?
  • What is late and what do I need to do about it?
  • Which freelancer worked on what project?
  • How to see quickly what the status is of a work
  • Where are the date clashes?
  • What does the schedule look like for one work?

The schedule Gantt chart and the tasks page shows an overview of a work’s schedule. You also see the headlines for a schedule on the schedules page, which provides links to

  • all tasks
  • overdue tasks
  • incomplete tasks
  • completed tasks
  • and active issues.

What does the schedule look like for a range of works?

Go to Workflow > Schedules to see a list of schedules, each of which holds dates for one work.

To limit the page to show the works that you are interested in, use the Advanced search. The advanced search on a schedule page lets you filter by all the same fields as on the product list page, plus some more schedule-specific ones.

Do I have resource issues?

If you want to see a list of all the tasks by people responsible, go to Workflow > Tasks and advanced search by user.

This is a multi-select field so choose as many people as necessary. Click the dropdown again to add another person.

Have we been on time for key tasks across a range of schedules?

Go to Workflow > Tasks, click the Advanced search button and search for overdue key tasks.

The page that loads shows key tasks and their lateness.

Where are the bottlenecks and how can we improve?

To get a sense of the usual bottlenecks that occur in your processes, review the Schedules page for high overdue tasks counts.

Go to Workflow > Schedules.

The schedules page only presents key tasks, to help you to see the wood for the trees. If you want to review all tasks’ hit rate, go to Workflow > Tasks, and search by Is late?

What am I meant to be working on?

To see a list of your own tasks, go to Workflow > Tasks, and search by your own name. This shows all tasks that you are assigned to do. Read about task assignments.

What is late and what do I need to do about it?

Go to Workflow > Tasks, and use the Advanced search, selecting Is overdue? You see a list of all the late tasks. Mix and match search terms: for example, you might also choose one particular user to see all their late tasks.

To resolve the issue of the late task, go to the Gantt view and re-forecast your task dates by dragging the tasks to end on later dates.

Which freelancer worked on what project?

Go to Workflow > Tasks, and use the Advanced search, selecting the task name that is similar to the project you are looking for e.g. Proofread, Typeset. Choose to refine that by schedule name to review one particular project.

The task list shows the external contacts assigned to the task.

How to see quickly what the status is of a work

Go to Work > Overview and click on Status.

Where are the date clashes?

Go to Workflow > Tasks, and search by the date range you want to check for clashes in. The page that loads shows you all tasks due in that time. Further refine by assignee to see if one person is meant to do too much on the same day.