Combine two features to fast track the scheduling process and power up your monitoring and management insights.
Login to the Office app
Navigate to Operations > Projects
If you already have a project set up, scroll down to ‘Generate scheduled tasks’
To create a new project select +NEW on the top right corner
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Set the project spec
Specify details of work to be completed:
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Name: We recommend something easy to identify e.g. Pruning 2022, Pruning 2022 - Alandale Farms
Status:
Draft - Fully accessible
Planned - Fully accessible
In progress - Fully accessible
Complete - Hidden from filters including manually adding jobs
Scheduled start date/finish date: Jobs outside of these dates will not be added
Expected total cost: aka budget, once added will be used to notify you of forecasted overs or unders
Expected total hours: once added will be used to notify you of forecasted overs or unders
Specification: Description for other Office app, not shared in the Field app
Division: If applicable
Auto-add jobs: Recommended to automatically link synced jobs that match the project spec
Client/s: Required to bring through relevant data
Location/s: Required to bring through relevant data
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Add project tasks
Once a project has been created you will need to add tasks and the blocks.
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Select multiple tasks for the same blocks and create in bulk |
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Generate scheduled tasks
Now the project has been set up, we can use these information to bulk create all the scheduled tasks required to complete the work.
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If you make a mistake you can quickly delete all scheduled tasks and start again.
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Manage scheduled tasks
Scheduled tasks are exactly the same whether they were generated in bulk or one-by-one.
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Use the check boxes on the left hand side to bulk edit:
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Or edit one-by-one:
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Monitor progress
The added benefit of a project is the overview summary.
This dashboard provides helpful visuals and KPI’s you can monitor through to completion. This information is also beneficial to future planning and budgets.
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