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.

Setup dependency

Settings that change this workflow

The same task can behave differently between organisations. Check these settings before treating a different result as an error.

Job Tasks/settings/job-tasks

Supplies the reusable work vocabulary and default effort used on jobs.

Open in SignBas3 →
Production Planning/settings/capacity-planning

Maps work to departments, availability, capability and capacity.

Open in SignBas3 →

Screen reference

What you will see

SignBas3 jobs and production workspace with synthetic work
Tasks and production stages should make ownership, readiness and remaining work visible across the live job list.

Screens show the synthetic BrightLine demonstration workspace. Your records, permissions and configuration will change the details you see.

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.