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Scheduler

Tasks

Manage individual work tasks with assignments, priorities, and dependencies.

Overview

Scheduler tasks are the individual units of work that get placed on the schedule. Each task is linked to a work order and carries information about duration, skill requirements, bay type needs, and task dependencies. Tasks can be created manually or synced from existing work orders.

Scheduler Tasks

Key Concepts

Task Properties

PropertyDescription
NameShort description of the work (e.g., "Oil Change", "Track Inspection")
Work OrderThe parent work order this task belongs to
DurationEstimated time in minutes to complete the task
Setup TimeAdditional time needed before work begins (in minutes)
Priority OverrideOptional priority (1-5, where 1 is Critical) that overrides the work order priority
Required SkillsSkills the assigned technician must have
Required CapabilitiesBay or tool capabilities needed
Bay TypeThe type of maintenance bay required
PredecessorsTasks that must complete before this one can start

Task Status

Tasks progress through these statuses:

StatusDescription
PENDINGCreated but not yet scheduled or ready
SCHEDULEDPlaced on the schedule in a scenario
IN_PROGRESSWork has started (set via Dispatch)
BLOCKEDWork is paused due to an issue
COMPLETEDWork is finished
CANCELLEDTask was cancelled

Readiness

A task has an isReady flag and a list of readinessBlockers. Tasks that are not ready can still be scheduled, but the optimizer may deprioritize them. Common blockers include:

  • Pending approval requests
  • Parts not yet available
  • Prerequisite tasks not complete

Work Order Sync

The Sync Work Orders to Tasks action scans all OPEN and IN_PROGRESS work orders and creates scheduler tasks for any that do not already have linked tasks. The sync uses the work order priority to set default durations:

Work Order PriorityDefault DurationSetup Time
CRITICAL480 min (8 hrs)48 min
HIGH240 min (4 hrs)24 min
MEDIUM120 min (2 hrs)12 min
LOW60 min (1 hr)6 min

How to Use

Creating a Task Manually

  1. On the main Scheduler page, click New Task

  2. Select the parent work order from the dropdown

  3. Enter a task name and estimated duration in minutes

  4. Optionally set a priority override (1 = Critical, 5 = Deferred)

  5. Click Create Task

The task appears in the Unscheduled tab and can be dragged onto the Gantt chart or scheduled by the optimizer.

Syncing from Work Orders

  1. Use the "Sync Work Orders to Tasks" action (available in the Scheduler toolbar)
  2. All OPEN/IN_PROGRESS work orders without existing tasks get new scheduler tasks
  3. The system reports how many tasks were created

Viewing Unscheduled Tasks

The Unscheduled tab on the main Scheduler page shows all tasks that are not assigned to the active scenario. Each task card displays:

  • Task name and parent work order title
  • Duration in minutes
  • Current status badge

Task Dependencies

When creating tasks, you can specify predecessor task IDs. The optimizer and validator enforce that successor tasks do not start before their predecessors finish. Dependency violations appear as warnings in the scenario's violation list.

Common Questions

Can a work order have multiple tasks?

Yes. A single work order can be broken into multiple tasks (e.g., "Inspect", "Repair", "Test"). Each task can have different skill requirements and durations.

What happens when I delete a task?

Deleting a task removes it from all scenarios and deletes associated skill/capability junction records. Schedule items referencing the task are also removed.

How do I update a task's status from the schedule?

Task status is typically updated via the Dispatch board. You can start, complete, or block tasks from the dispatch card actions.

Scenarios

Create, compare, and publish what-if scheduling scenarios for resource planning.

On this page

OverviewKey ConceptsTask PropertiesTask StatusReadinessWork Order SyncHow to UseCreating a Task ManuallySyncing from Work OrdersViewing Unscheduled TasksTask DependenciesCommon QuestionsCan a work order have multiple tasks?What happens when I delete a task?How do I update a task's status from the schedule?