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How to Create a New Schedule
How to Create a New Schedule

Learn how to create a new schedule from scratch.

Cara Alva avatar
Written by Cara Alva
Updated this week

Overview

Quickly create a custom schedule, add milestones and activities, and connect tasks with ease. Track progress, assign responsibilities, and collaborate efficiently with comments and attachments—keeping your team aligned and projects on track.


Create New Schedule From Scratch

You can create a schedule from scratch by clicking "Create New Schedule," and Selecting from Scratch. This opens a blank schedule with various views like day, week, month, and quarter. A red line marks today's date.


Adding Milestones or Activities:

  1. Use the Add a Milestone function at the top left of the schedule to add a Milestone.

  2. Use the Add an Activity function at the top left of the schedule to add an Activity.

Tip: Use Analytic Milestones to track Milestones across multiple projects.


Connecting Activities:

Drag and drop a dot next to an activity to establish a relationship.

  • Be sure to use the dot on the left of a Milestone or activity as the Start Connection and the dot to the right as the End Connection.


Additional Details

Click into any Activity or Milestone to add additional information such as:

  • Start & End date (Baseline & Actual)

  • Progress

  • Responsible party

  • Category

  • Type

  • Edit Connected Activities

  • Add Comments & Attachments (Schedule must be Published first)


Now that you understand the basic functions of the Schedule module you are ready to publish you schedule and share it with internal project members as well as collaborating vendors. You can find in-depth information on this in our How to Navigate the Schedule help article.


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