Plan tasks and production stages
Break delivery into work the team can own and complete.
Before you beginUse a representative record and confirm you have the permissions required for this area.
Step by step
- Confirm the approved scope and required date.
- Add the standard tasks needed for design, production and install.
- Assign owners and realistic dates.
- Use the job status for the overall stage and tasks for the work inside it.
- Review blockers during daily production planning.
Good practice
A useful task has a clear owner and an observable finish.
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.