--- title: Schedule Overview description: Learn how to create and manage schedules, update tasks from any device, and keep assignees and stakeholders informed. --- [Skip to content](https://help.ressiosoftware.com/schedule-overview#main-content) English Show submenu for translations [Contact us](https://help.ressiosoftware.com/kb-tickets/new?hsLang=en) ![Untitled design (22)](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Untitled%20design%20(22).png?width=75&height=75&name=Untitled%20design%20(22).png) Open main navigation Close main navigation - English Show submenu for translations - [Contact us](https://help.ressiosoftware.com/kb-tickets/new) - [Go to ressiosoftware.com](https://www.ressiosoftware.com/) [Go to ressiosoftware.com](https://www.ressiosoftware.com/) Hello. How can we help? - There are no suggestions because the search field is empty. 1. [Ressio Knowledge Base](https://help.ressiosoftware.com/?hsLang=en) 2. [Feature guides](https://help.ressiosoftware.com/feature-guides?hsLang=en) 3. [Schedule](https://help.ressiosoftware.com/feature-guides?hsLang=en#schedule) # Schedule Overview ## Learn how to create and manage schedules, update tasks from any device, and keep assignees and stakeholders informed. The schedule is the backbone of any project. Control your project timeline with ease—create schedules from templates or existing projects, and view them as a list, calendar, or Gantt chart. #### Key Features: **⏱️ Time Saving**: Copy schedules from templates or existing projects. Use task dependencies to automate timelines. **⚙️ Flexible Views:** Switch between list, calendar, and Gantt chart views to fit your workflow. **📱 Mobile Access:** Make updates on the go with your phone. 👥 **Team Visibility** – Share tasks with your team, vendors, and clients. **📊 Track Progress:** Schedule deliverables, monitor the critical path, and set a baseline to track changes over time. --- #### Table of Contents 1. [Company-Wide Schedule Tab Settings](https://help.ressiosoftware.com/schedule-overview#company-wide) 2. [Navigation and Layout](https://help.ressiosoftware.com/schedule-overview#navigation) 1. [Schedule Start Date](https://help.ressiosoftware.com/schedule-overview#start) 2. [Task Types](https://help.ressiosoftware.com/schedule-overview#types) 3. [Schedule Views](https://help.ressiosoftware.com/schedule-overview#Views) 1. [List View](https://help.ressiosoftware.com/schedule-overview#list) 2. [Gantt View](https://help.ressiosoftware.com/schedule-overview#gantt) 3. [Calendar View](https://help.ressiosoftware.com/schedule-overview#calendar) 4. [Task (mobile) View](https://help.ressiosoftware.com/schedule-overview#task-view) 3. [Building a Schedule](https://help.ressiosoftware.com/schedule-overview#building) 1. [Use a Template](https://help.ressiosoftware.com/schedule-overview#templates) 2. [Add New Tasks](https://help.ressiosoftware.com/schedule-overview#scratch) 3. [Copy and Paste Schedule Tasks and Descriptions](https://help.ressiosoftware.com/schedule-overview#copy) 4. [Edit Tasks](https://help.ressiosoftware.com/schedule-overview#Edit) 1. 1. [Delete Tasks](https://help.ressiosoftware.com/schedule-overview#Delete) 2. [Save and Undo Changes](https://help.ressiosoftware.com/schedule-overview#Undo) 3. [Create Phases/ Sub-tasks](https://help.ressiosoftware.com/schedule-overview#Phase) 4. [Create Milestones](https://help.ressiosoftware.com/schedule-overview#Milestone) 5. [Create Predecessors and Successors](https://help.ressiosoftware.com/schedule-overview#predecessor) 6. [Constraint Dates](https://help.ressiosoftware.com/schedule-overview#Constraints) 2. [Share Schedule Information](https://help.ressiosoftware.com/schedule-overview#Share) 1. [Share with Team and Clients](https://help.ressiosoftware.com/schedule-overview#Share) 2. [Descriptions, Files, Messages](https://help.ressiosoftware.com/schedule-overview#Descriptions) 3. [Add Assignees](https://help.ressiosoftware.com/schedule-overview#assignee) 4. [Bulk Assign for Schedule Tasks](https://help.ressiosoftware.com/schedule-overview#bulk) 5. [Notify Assignees](https://help.ressiosoftware.com/schedule-overview#Notify) 6. [Print Schedules](https://help.ressiosoftware.com/schedule-overview#print)     3.  [Tracking and Maintaining a Schedule](https://help.ressiosoftware.com/schedule-overview#maintain)        a.  [Critical Path](https://help.ressiosoftware.com/schedule-overview#maintain)        b.  [Baseline](https://help.ressiosoftware.com/schedule-overview#baseline)        c. [Deleting a Schedule](https://help.ressiosoftware.com/schedule-overview#deleting) --- #### Company-Wide Schedule Tab Settings Before diving into your project schedule, you can decided wether you want to include weekends in your schedule and how your tasks appear. You can find the **Schedule** tab under **Company Settings**.  ![Screenshot 2026-04-24 at 9.30.07 AM](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Screenshot%202026-04-24%20at%209.30.07%20AM.png?width=670&height=372&name=Screenshot%202026-04-24%20at%209.30.07%20AM.png) The two toggles can be turned on and off and will be applied to all projects.  - **Include weekends in schedule** - affects date calculations - **Use individual schedule task colors on company-level calendar, resources, and timeline pages** - affects display only 🎓 To learn and under more, read "[**Manage Weekend Scheduling and Task Colors**](https://help.ressiosoftware.com/manage-weekends-scheduling-and-task-colors?hsLang=en)".  --- [\[back to top\]](https://help.ressiosoftware.com/schedule-overview#back-to-top) ### Navigation and Layout Find the Schedule in the left menu bar of any project. ![Screenshot 2026-03-19 132101 copy 2](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Screenshot%202026-03-19%20132101%20copy%202.png?width=550&height=277&name=Screenshot%202026-03-19%20132101%20copy%202.png) **Schedule Buttons** ![Screenshot 2026-03-19 132101 copy-1](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Screenshot%202026-03-19%20132101%20copy-1.png?width=670&height=121&name=Screenshot%202026-03-19%20132101%20copy-1.png) First row:  ➕ **Create**: Add a new task to the bottom. ✏️ **Edit**: Open the selected task’s details. 📧 **Notify**: Send task notifications to assigned users. 👥 **Assign**: Assign and bulk assign team members, customers and vendors to tasks ↶ ↷ **Undo/Redo**: Revert or reapply changes (Shortcut: Ctrl+Z). 🔍 **Search bar**: Filter tasks by name. ![Screenshot 2026-03-19 132101 copy-2](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Screenshot%202026-03-19%20132101%20copy-2.png?width=670&height=121&name=Screenshot%202026-03-19%20132101%20copy-2.png) Second row from left to right: 🔒 **Save baseline:** Takes a snapshot of the current schedule at that moment, so later date changes can be compared against the saved plan 👁️ **Toggle baseline:** show/hide toggle for baseline lines on the schedule chart. **∧ ∨ Expand or Collapse**  **Zoom:** Zoom in and out by day, week, month, year, and quarter **🖨️ Print:** Print your schedule - use default settings for best results **Download**: Export schedule to excel 🌴 **Holidays:** Manage project holidays ⏱️ **Remove constraints**: Click to remove constraints on all task with predecessors 📆 **Sync** task dates to Calendar ✅ Jump to **today** 📈 **Critical path**: Click to view the critical path **Template search**: Search for schedule templates from other projects and  hit **insert** when ready   --- #### Schedule Start Date The top-left start date defines the earliest date a task can occur.  ![Screenshot 2026-03-19 132101 copy 2-1](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Screenshot%202026-03-19%20132101%20copy%202-1.png?width=443&height=105&name=Screenshot%202026-03-19%20132101%20copy%202-1.png) Change the Target Start Date in **Project settings**. ![Screenshot 2026-01-12 at 12.01.22 PM](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Screenshot%202026-01-12%20at%2012.01.22%20PM.png?width=500&height=310&name=Screenshot%202026-01-12%20at%2012.01.22%20PM.png) ⚠️Tasks cannot be scheduled before this date. ⚠️ --- [\[back-to-top\]](https://help.ressiosoftware.com/schedule-overview#back-to-top) #### Types of Tasks The schedule supports several types of tasks. | **Task** | The basic unit with a start/end date, description, and assignee. Tasks can include files and messages. | | --- | --- | | **Phase** | A task that contains nested sub-tasks. Right-click a task to add a sub-task and create a phase. A phase’s duration is defined by its sub-tasks. | | **Sub-Task** | Sub-tasks live inside a phase and often include a defined responsibility over a short duration. | | **Milestone** | A zero-day task used to mark significant events like inspections, draws, or invoices. | | **Successor** | A task that starts after another task is completed. Adjusting the predecessor reschedules the successor. | | **Predecessor** | A task that controls when a dependent task starts. Useful for managing project delays. | --- [\[back-to-top\]](https://help.ressiosoftware.com/schedule-overview#back-to-top) #### Schedule Views View and interact with the schedule in multiple ways: 1. [List and Gantt View](https://help.ressiosoftware.com/schedule-overview#list-gantt) 2. [Calendar and Task (mobile) View](https://help.ressiosoftware.com/schedule-overview#calendar-task) ✏️ Use **List** or **Gantt View** for building schedules. 🗓️ Use **Calendar** or **Task (mobile) view** for reviewing and editing. --- #### List View or Gantt Chart Drag the center bar left or right to adjust your layout. ![Recording2024-09-18175618-ezgif.com-optimize](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Recording2024-09-18175618-ezgif.com-optimize.gif?width=570&height=283&name=Recording2024-09-18175618-ezgif.com-optimize.gif) **💡TIP:** Click the center arrows to snap to full screen or split screen. --- #### Calendar or Task (mobile) view Select **Calendar** from the left menu (desktop) / top menu (mobile), or **Toggle task view** from the upper right toggle (desktop) / Schedule (mobile) ![Recording2025-04-22211219-ezgif.com-optimize](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Recording2025-04-22211219-ezgif.com-optimize.gif?width=670&height=386&name=Recording2025-04-22211219-ezgif.com-optimize.gif) --- [\[back-to-top\]](https://help.ressiosoftware.com/schedule-overview#back-to-top) #### List View The left panel shows tasks in a spreadsheet format. Select any cell to edit. ![Screenshot 2026-01-12 at 12.47.39 PM](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Screenshot%202026-01-12%20at%2012.47.39%20PM.png?width=670&height=299&name=Screenshot%202026-01-12%20at%2012.47.39%20PM.png) When a task is moved or edited in the schedule, any downstream tasks will automatically adjust. A red tab appears on the task that was last edited, providing a visual indicator of where the change occurred. ![Screenshot 2026-03-13 at 11.50.28 AM](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Screenshot%202026-03-13%20at%2011.50.28%20AM.png?width=670&height=312&name=Screenshot%202026-03-13%20at%2011.50.28%20AM.png) ✏️ The red tab will disappear when you navigate away from the page or refresh your browser.  --- **Customizing Columns** **Dragging**: Reorder tasks or columns by dragging. ![Recording2025-02-27095434-ezgif.com-optimize](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Recording2025-02-27095434-ezgif.com-optimize.gif?width=600&height=362&name=Recording2025-02-27095434-ezgif.com-optimize.gif) **Right-click column headers**: Add/remove columns, sort data, or apply filters. ![Recording2025-02-27100630-ezgif.com-optimize](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Recording2025-02-27100630-ezgif.com-optimize.gif?width=600&height=380&name=Recording2025-02-27100630-ezgif.com-optimize.gif) --- [\[back-to-top\]](https://help.ressiosoftware.com/schedule-overview#back-to-top) #### Gantt Chart View The right panel is an interactive Gantt chart. ![Screenshot 2026-01-12 at 9.31.12 AM](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Screenshot%202026-01-12%20at%209.31.12%20AM.png?width=670&height=300&name=Screenshot%202026-01-12%20at%209.31.12%20AM.png) **Gantt Chart buttons** ∧ ∨ **Expand/Collapse**: Show or hide phases and tasks. 🔎 **Zoom in/Zoom out**: Switch between daily, weekly, monthly, quarterly, or yearly views. ![zoom to fit](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/zoom%20to%20fit.jpg?width=27&height=26&name=zoom%20to%20fit.jpg)  **Zoom to fit:** Adjust view to show the full schedule range. --- **Editing and Navigation** Like the list view, the Gantt view can be used to edit and customize you schedule. ✏️ Double click tasks to open Edit window. 🗓️ Select List view tasks to center Gantt view. 🔍 Double-click date headers to zoom. **🖱️** Right-click to open the option menu. #### ![Recording2025-04-22214708-ezgif.com-optimize](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Recording2025-04-22214708-ezgif.com-optimize.gif?width=670&height=334&name=Recording2025-04-22214708-ezgif.com-optimize.gif) --- [\[back-to-top\]](https://help.ressiosoftware.com/schedule-overview#back-to-top) #### Calendar View Use this view to see the schedule in a calendar format (available on desktop and mobile). ![Screenshot 2026-03-19 at 6.51.37 PM](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Screenshot%202026-03-19%20at%206.51.37%20PM.png?width=600&height=270&name=Screenshot%202026-03-19%20at%206.51.37%20PM.png) **Buttons and Features** **📅 Month/Week/Day:** Adjust the view down to day, week, and month for the month shown.  **🗓️ Month/Year**: Adjust the month/year in the upper left. Skip between months on the right. ∧ ∨ **Expand/Collapse**: Expand or collapse tasks and milestones. 🖨️ **Print:** Print the calendar or save as PDF. ➕ **Add Event**: Create a new task. **🔗 Subscribe:** Link your Ressio calendar to an external calendar like Google or Microsoft. Click [HERE](https://help.ressiosoftware.com/company-calendar-and-calendar-subscription-?hsLang=en) to learn more.  **🖱️ Double-Click**: Double-click a task to make edits ![Recording2025-04-22220806-ezgif.com-optimize](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Recording2025-04-22220806-ezgif.com-optimize.gif?width=670&height=451&name=Recording2025-04-22220806-ezgif.com-optimize.gif) ❗By default, you will not be able to schedule tasks on weekends. If you would like weekends to be enabled, please reach out to you customer success coach or email **support@ressiosoftware.com**. --- [\[back-to-top\]](https://help.ressiosoftware.com/schedule-overview#back-to-top) #### Task (Mobile) View This is the default view on mobile, but it’s also available on desktop via **Toggle task view.**. ![Task view1-1](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Task%20view1-1.jpg?width=600&height=315&name=Task%20view1-1.jpg) --- **Features** 🔃 Sort by phase, status, date, and assignee. 🔍 Search tasks by name or assignee. ✅ Change task completion status. ✏️ Edit task details. ![speech bubble](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/speech%20bubble.jpg?width=24&height=22&name=speech%20bubble.jpg) View and send messages to team members, vendors, and clients. 📎 Upload and view files or photos. ### ![task mobile](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/task%20mobile.jpg?width=550&height=578&name=task%20mobile.jpg) --- [\[back-to-top\]](https://help.ressiosoftware.com/schedule-overview#back-to-top) ### Building a Schedule Create schedules using one of the following: 🆕 **New to Ressio?** Send your coach a schedule or template to import. 📋 **Copy** an existing Ressio project or template. 🛠️ **Build** from scratch in List or Gantt View. --- #### Use Templates Templates allow you to quickly apply a predefined schedule. - In **List View**, open the **Use Template** dropdown. - Select a template and click **Insert**. #### ![ezgif.com-video-to-gif-converter (2)](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/ezgif.com-video-to-gif-converter%20(2).gif?width=670&height=377&name=ezgif.com-video-to-gif-converter%20(2).gif) ⚠️ Templates can only be added to BLANK schedules.⚠️ --- [\[back-to-top\]](https://help.ressiosoftware.com/schedule-overview#back-to-top) #### Add New Tasks Add tasks in several ways: - **List View**: Click **Create** to add tasks at the bottom. - **List/Gantt View**: Right-click a task → **+ Add Task Above/Below**. - **List View**: Press Enter when editing the last task. - **Calendar View**: Click **+ Add Event** in the top right. ![Recording2025-04-09205545-ezgif.com-optimize](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Recording2025-04-09205545-ezgif.com-optimize.gif?width=670&height=425&name=Recording2025-04-09205545-ezgif.com-optimize.gif) **💡TIP:**  Adding tasks above/below is often easier than dragging them into place. **Q:** Can two of my team members create or edit schedule tasks at the same time? **A:** We recommend that only one team member work in a specific schedule at a given time to ensure tasks are successfully updated and saved. ---   #### Copy and Paste Schedule Tasks and Descriptions Ressio now supports copy and paste functionality in the project schedule, making it easier to update task details and duplicate schedule work. **Copy and Paste Task Names or Descriptions** 1. Open the project. 2. Go to the **Schedule**. 3. Select the task you want to update. 4. Click into the **Name** or **Description** field. 5. Paste your text into the field. 6. Save or click out of the field to apply the update. **![352cab3d-abe3-45b9-8241-3068ed4ff6bd](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/352cab3d-abe3-45b9-8241-3068ed4ff6bd.gif?width=670&height=377&name=352cab3d-abe3-45b9-8241-3068ed4ff6bd.gif) Copy and Paste Tasks or Phases** 1. Open the project **Schedule**. 2. Select the task or phase you want to duplicate. 3. To select multiple tasks, hold **Shift** and select the tasks you want to copy. 4. Right click and select **Copy**. 5. Select the task where you want the copied items to be added. 6. Right click and select **Paste**. The copied task or phase will be added below the selected task. ![c70b4002-a19f-4b95-b6f4-6cb4f3223baf](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/c70b4002-a19f-4b95-b6f4-6cb4f3223baf.gif?width=670&height=377&name=c70b4002-a19f-4b95-b6f4-6cb4f3223baf.gif) **Using Keyboard Shortcuts** You can also use keyboard shortcuts: **Ctrl+C** to copy **Ctrl+V** to paste ✅ Copied tasks and phases are duplicates, so names may include a number or added text. You can rename or edit them after pasting. 🎓 To watch a video on how to copy and paste task, [click here](https://youtu.be/_Sf2rjFK2kI).  ---   [\[back-to-top\]](https://help.ressiosoftware.com/schedule-overview#back-to-top) #### Edit tasks Tasks can be edited in the following ways: 1. **List View**: Double-click a cell to edit it inline. 2. **List View**: Highlight a task and click **Edit** in the top left. 3. **List/Gantt View**: Right-click a task → **Edit**. 4. **Gantt Chart**: Double-click a task. 5. **Calendar View**: Select a task to edit. 6. **Task view:** Select the ✏️ icon on a task **![Recording2025-04-09212346-ezgif.com-optimize (1)](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Recording2025-04-09212346-ezgif.com-optimize%20(1).gif?width=670&height=371&name=Recording2025-04-09212346-ezgif.com-optimize%20(1).gif)** **💡TIP:** In the List View, use the **Tab key** or 🖱️ **double-click** a cell to move to the next one. ---   [\[back-to-top\]](https://help.ressiosoftware.com/schedule-overview#back-to-top) #### **Delete tasks** Tasks can only be deleted from the **List/Gantt View.** - **Edit:** Highlight a task, select **Edit**, then choose **Delete.** - **Right-click**: Right-click a task and select **Delete** from the menu. ![Recording2025-04-09214835-ezgif.com-optimize](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Recording2025-04-09214835-ezgif.com-optimize.gif?width=670&height=324&name=Recording2025-04-09214835-ezgif.com-optimize.gif) 🗑️ **Tip**: To delete multiple tasks at once, hold **Shift** or **Ctrl** to highlight them, then right-click and select **Delete**. ---   [\[back-to-top\]](https://help.ressiosoftware.com/schedule-overview#back-to-top) #### **Save and Undo changes** The schedule saves automatically as you work. **List/Gantt View:** Undo changes: - Use the **↶ Undo** button - Or press **Ctrl+Z** to step back through changes ![Recording2025-02-28170143-ezgif.com-optimize](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Recording2025-02-28170143-ezgif.com-optimize.gif?width=622&height=374&name=Recording2025-02-28170143-ezgif.com-optimize.gif) 🚫 **Note**: Exiting the schedule page resets undo history. Any unwanted changes must be manually reversed upon returning. ---   [\[back-to-top\]](https://help.ressiosoftware.com/schedule-overview#back-to-top) #### Create Phases / Sub-Tasks A task becomes a **Phase** when it has nested **Sub-tasks**. **List/Gantt View:** Create sub-tasks in two ways: 1. **Right-click** a phase task → **Add → Sub-task** 2. **Indent**: Select tasks under the phase, then right-click → **Indent** ![Recording2025-04-09160559-ezgif.com-optimize](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Recording2025-04-09160559-ezgif.com-optimize.gif?width=600&height=538&name=Recording2025-04-09160559-ezgif.com-optimize.gif) ---   [\[back-to-top\]](https://help.ressiosoftware.com/schedule-overview#back-to-top) #### Milestones **Milestones** are zero-day tasks used for reminders or to mark important events. Create milestones by: - **In any view:** Setting the task duration to 0 - **List/Gantt View:** Right-click → **Convert to Milestone** - **List/Gantt View:** Right-click → **Add → Milestone** ![Recording2025-04-09162419-ezgif.com-optimize](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Recording2025-04-09162419-ezgif.com-optimize.gif?width=670&height=576&name=Recording2025-04-09162419-ezgif.com-optimize.gif) ---   [\[back-to-top\]](https://help.ressiosoftware.com/schedule-overview#back-to-top) #### Predecessors and Successors Create dependencies between tasks using predecessors and successors. **Types of Relationships** | **Finish to Start (FS)** | Task A must finish before Task B starts (default) | | --- | --- | | **Start to Start (SS)** | Use SS to create two or more tasks that start at the same time. | | **Finish to Finish (FF)** | Use FF to create two or more tasks that end at the same time. | | **Start to Finish (SF)** | SF is often used in event planning and allows working backward from a desired completion date. **Ex.** Inspection set on a hard date, installation must occur before inspection, materials must be ordered before installation. |   💡 **Tip**: In List View, type initials next to the WBS number to assign relationship types. Ex: 1SS, 2FF. Note that no initials are needed for FS tasks. --- **Create Predecessors/Successors** Use the WBS number to build predecessor/successor relationships. Typically, predecessor relationships are created from the later task, e.g. the second task is linking to the first. Conversely, use the Successor field in the first task to link to the second. Predecessors/Successors can only be created from the **List/Gantt View.** 1. **Edit Task Window**: Open Predecessor/Successor tabs and use the green ➕ to link 2. **List View**: Type WBS number in the Predecessor/Successor column 3. **Gantt View**: Drag from a task’s edge circle to another task 4. **Right-click**: Select **Add Predecessor** (adds a dependent task above) or **Add Successor** (adds a dependent task below) ![Recording2025-04-09174926-ezgif.com-optimize](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Recording2025-04-09174926-ezgif.com-optimize.gif?width=670&height=350&name=Recording2025-04-09174926-ezgif.com-optimize.gif) **Bulk Add**: Highlight tasks, right-click → **Add Dependencies** **![Recording2025-04-09175624-ezgif.com-optimize](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Recording2025-04-09175624-ezgif.com-optimize.gif?width=670&height=328&name=Recording2025-04-09175624-ezgif.com-optimize.gif)** --- [\[back-to-top\]](https://help.ressiosoftware.com/schedule-overview#back-to-top) #### **Lag/Lead Time** Adjust time between dependent tasks using **Lag** (positive delay) or **Lead** (negative delay). Used when time is needed between tasks—for example, to let paint dry, concrete set, or mid-task inspections to occur. **How to add Lag/Lead time:** - **Edit:** Adjusting **Lag** within the Predecessor/Successor tab - **List View:** Type +/- and the # of days lag/lead in the predecessor/successor cell. - **Gantt View:** Drag dependent tasks to another date. ![Screenshot 2025-04-09 221733](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Screenshot%202025-04-09%20221733.jpg?width=600&height=425&name=Screenshot%202025-04-09%20221733.jpg) ---   [\[back-to-top\]](https://help.ressiosoftware.com/schedule-overview#back-to-top) #### Constraint dates Use **Constraint Dates** to prevent tasks from moving beyond certain dates, especially if they lack dependencies. ✅ Best Practice: Only apply constraints to tasks without dependencies. ⚠️ **Troubleshooting**: If a task won’t move earlier, a **Phase Constraint Date** may be preventing it. Remove the constraint to proceed.⚠️   --- [\[back to top\]](https://help.ressiosoftware.com/schedule-overview#back-to-top) ### Share Schedule Information You can share the full schedule—or just selected tasks—with team members, vendors, and clients. Tasks can also include descriptions, private/public files, and messages. --- #### Sharing with Your Team Use **Company Settings** **-** **Team member Role** to manage access. - **Admins**: Can view all projects - **Team Members/Field Staff**: Must be added to each project [Adding and Removing team members from projects](https://help.ressiosoftware.com/adding-team-members-to-projects?hsLang=en) --- #### Sharing with Clients Enable client visibility via **Project Details → Visibility** - **Assigned phases & tasks**: Allows selective sharing - **All schedule phases**: Shares entire schedule when tasks are indented (even without sub-tasks) ![schedule client](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/schedule%20client.jpg?width=600&height=398&name=schedule%20client.jpg)    --- [\[back-to-top\]](https://help.ressiosoftware.com/schedule-overview#back-to-top) #### Descriptions, Files, Messages More detailed information like descriptions, lists, and files can be included within tasks. **Descriptions and Notes** - **Descriptions**: Public and visible to all task assignees. Add descriptions in any Edit window. - **Notes**: Private and only visible to your internal team. **List/Gantt View ONLY** ![Scheule -desc notes](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Scheule%20-desc%20notes.jpg?width=622&height=373&name=Scheule%20-desc%20notes.jpg) --- **Files** Add files for easy access to documents and images. 📁 **Public files:** Visible to all assignees 🔒 **Private files:** Visible only to your team **Ways to Add Files:** - **List View**: Select the 📎 icon and upload via the drawer - **List/Gantt View:** Right-click the task → **Files** - **Task View:** Select the 📎 icon ![Schedule files](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Schedule%20files.jpg?width=600&height=393&name=Schedule%20files.jpg) | **NOTE**: The File/Message column in List View is unnamed and can be hidden/unhidden. | ![Schedule files 1](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Schedule%20files%201.jpg?width=231&height=234&name=Schedule%20files%201.jpg) | | --- | --- |   --- **Messages** Use task messages to communicate updates, ask questions, or clarify responsibilities. Click the 💬 icon in any view to open the message drawer. [Messaging in Ressio](https://help.ressiosoftware.com/how-to-send-message?hsLang=en) ![Schedule messages](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Schedule%20messages.jpg?width=600&height=391&name=Schedule%20messages.jpg) To message a **client**, the client must first be assigned to the task. A **Customer** tab will appear. ---   [\[back-to-top\]](https://help.ressiosoftware.com/schedule-overview#back-to-top) #### Adding Assignees to tasks Adding assignees to tasks has many benefits: - Clear task ownership and visibility - Searchability by assignee - Email notifications and reminders - Activation of [Resource calendar](https://help.ressiosoftware.com/resource-schedule-overview?hsLang=en) and Task Manager 📌 Assignees do *not* receive emails upon being assigned. **How to Assign:** - **List/Gantt View: Edit** → **Resources** → ➕ to add. - **List View**: Double-click in the **Assignee** column to select from a dropdown. - **Calendar View:** Select task → **Assignee** field. - **Task View:** Select task → **Assignee** field - **Schedule Page** -\> '**Assign**' button -\> Search and select from a dropdown ![Recording2025-04-10170537-ezgif.com-optimize](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Recording2025-04-10170537-ezgif.com-optimize.gif?width=670&height=414&name=Recording2025-04-10170537-ezgif.com-optimize.gif) ---   #### Bulk Assign for Schedule Tasks Another place to assign individuals to a task is the '**Assign**' button located at the top of the Schedule page, next to the '**Notify**' button. You can also now assign multiple schedule tasks to users at the same time. ![Screenshot 2026-01-12 at 9.38.23 AM](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Screenshot%202026-01-12%20at%209.38.23%20AM.png?width=620&height=275&name=Screenshot%202026-01-12%20at%209.38.23%20AM.png) To bulk assign tasks: 1. Go to your project **Schedule** page. 2. Select one or more tasks you want to update. To select more than one, hold the ***shift*** key while clicking each task. 3. Click the **Assign** button in the toolbar. 4. In the modal, choose one or more users from the dropdown. ![Screenshot 2026-01-12 at 9.48.02 AM](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Screenshot%202026-01-12%20at%209.48.02%20AM.png?width=251&height=277&name=Screenshot%202026-01-12%20at%209.48.02%20AM.png) 5. Decide whether to replace existing assignees if prompted. 6. Click **Assign** to apply your changes. ![Screenshot 2026-01-12 at 9.48.57 AM-1](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Screenshot%202026-01-12%20at%209.48.57%20AM-1.png?width=257&height=226&name=Screenshot%202026-01-12%20at%209.48.57%20AM-1.png) After clicking Assign, they will be automatically added and will show up in the '**Assigned To**' column.  ![Screenshot 2026-01-12 at 11.30.33 AM](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Screenshot%202026-01-12%20at%2011.30.33%20AM.png?width=585&height=263&name=Screenshot%202026-01-12%20at%2011.30.33%20AM.png)   👥 You can add multiple people to a task.  ---   [\[back-to-top\]](https://help.ressiosoftware.com/schedule-overview#Notify) #### Notify Assignees and Assignment Confirmation Send an email alert with a magic link for easy access to task details.  To notify assignees, highlight one or more tasks and select **Notify**. ![Recording2025-04-15150844-ezgif.com-optimize](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Recording2025-04-15150844-ezgif.com-optimize.gif?width=670&height=411&name=Recording2025-04-15150844-ezgif.com-optimize.gif) 💡 Hold **Shift** or **Ctrl** to select multiple tasks. --- **Assignment Confirmation** Vendors can confirm they accept the task. See [Vendor Welcome Information.](https://help.ressiosoftware.com/vendor-welcome-information?hsLang=en) ![Vendor Access schedule1](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Vendor%20Access%20schedule1.png?width=500&height=579&name=Vendor%20Access%20schedule1.png) ---   [\[back-to-top\]](https://help.ressiosoftware.com/schedule-overview#back-to-top) #### Print Schedule Schedules can be printed from the **List/Gantt View** and the **Calendar View**. 🖨️ Select the **Print** icon in the upper right. | ![print gantt](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/print%20gantt.jpg?width=526&height=660&name=print%20gantt.jpg) | ![print calendar](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/print%20calendar.jpg?width=456&height=543&name=print%20calendar.jpg) | | --- | --- |   --- [\[back-to-top\]](https://help.ressiosoftware.com/schedule-overview#back-to-top) ### Tracking and Maintaining a Schedule Delays are inevitable. Use these tools to identify high-risk tasks and measure impact. #### Critical Path Highlights tasks that directly affect the overall project completion. Enable via **List View → Critical Path** toggle. ![Recording2025-04-23172518-ezgif.com-optimize](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Recording2025-04-23172518-ezgif.com-optimize.gif?width=600&height=467&name=Recording2025-04-23172518-ezgif.com-optimize.gif) **Dependencies:** The Critical path requires predecessors/successors. ---   [\[back-to-top\]](https://help.ressiosoftware.com/schedule-overview#back-to-top) #### Baseline Capture a snapshot of your schedule to track changes over time. **List View**: - Click the 🔒 icon to **Set Baseline** - Click the 👁️ icon to **Toggle Baseline View** To **reset**, click the 🔒 again. Only the latest baseline is saved. ![Recording2025-04-23173816-ezgif.com-optimize](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Recording2025-04-23173816-ezgif.com-optimize.gif?width=670&height=460&name=Recording2025-04-23173816-ezgif.com-optimize.gif) To **reset**, click the 🔒 again. Only the latest baseline is saved. ---   #### Deleting a Schedule If you need to delete an entire schedule you can do so by: 1. Click the first task 2. Hold the ***Shift*** or ***Control (CRTL)*** 3. Select the last task to select them all 4. Right click 5. Hit ***Delete*** 🎓 To to learn how to delete individual tasks or to learn more about managing tasks, ready*[Marking Schedule Tasks Complete](https://help.ressiosoftware.com/schedule-overview#Delete).*  [\[back-to-top\]](https://help.ressiosoftware.com/schedule-overview#back-to-top) --- If you have any questions or need further assistance, contact our support team at [support@ressiosoftware.com](mailto:support@ressiosoftware.com). 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