The Task app lets you create pull schedules with pull planning for short periods, say for a week, two weeks, or a month. Pull tasks from the planned tasks and schedule them for execution on certain days. You can select tasks depending on the completion of predecessor tasks, weather, availability of labor and equipment resources, materials, and more.
To pull tasks for the field schedule
- Select the project
- Tap the 'Task' menu at the bottom tab bar
- Open the 'Planned' tab is open
- Select the tasks you want to pull
- Tap 'Pull' at the bottom
The next step is to set the start date for the selected tasks:
- Touch the date and time fields to set the date and time to start the tasks
- Tap 'OK'
- Tap 'OK'
The tasks add to the pull schedule.
- Repeat the process to schedule the tasks to execute for the successive dates and create the pull schedule for the required period.
- Touch the 'Pulled' tab at the top to view the pulled tasks
Each task is shown as a card with details, including the planned start/end dates per the project schedule, the estimated effort hours, and the crew members assigned to it.
- Tap a task card to view more details of and manage it. See Manage schedule tasks for more.
Assign crew members
- Click +Crew at the bottom of the task card
The list of crew members available to the project is shown:
- Tap 'Add' beside the names of the members to be assigned to the task
The assigned crew members will receive the tasks on their timecard app. They can start the work and record the time spent on each task on the planned days.
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