3 min guideUpdated August 2026App review required

Plan tasks and production stages

Break approved sign work into standard or custom tasks with estimated hours and status, then schedule staff and working times in Scheduler.

Best forProject Management / Production
Before you beginUse a representative record and confirm you have the permissions required for this area.

Step by step

  1. Using an Owner, Admin or Manager account, confirm the approved scope and required date.
  2. Open the job's Tasks tab and add the required template or custom tasks with estimated hours.
  3. Open Scheduler to assign staff and scheduled dates and times.
  4. Use the job status for the overall stage and each task's status and progress for the work inside it.
  5. Review incomplete or On Hold tasks during daily production planning.

Good practice

A useful task has a clear name, realistic estimated hours and an observable finish. Manage staff and scheduled time in Scheduler. An Owner or Admin maintains standard templates in Settings > Job Tasks.

If your workspace behaves differently, record the relevant job, client or record number and raise a support ticket so the team can investigate the exact context.