Quick Start Skills For Builder Super/Scheduler
      Back to home
      1. Knowledge Base
      2. Builders: Scheduler & Super
      3. Quick Start Skills For Builder Super/Scheduler

      Builder Scheduler: How do I Reschedule Upcoming Builder Tasks?

      Builder Task (Inspections, QA Checklists, etc.) will sometimes need to be rescheduled based on weather, trade performance, incomplete tasks, failed inspections, etc.

      ***As soon as you know that a Builder Task (Inspections, etc.) will not be completed on its expected date, The best practice is to proactively change that date to when you think it will be completed. This helps the Trades who are scheduled after the Builder Task to plan effectively.

      ***Click Here to skip ahead to the Laptop view of Reschedule Upcoming Builder Tasks.

      Reschedule Upcoming Builder Tasks- Mobile App 

      1. Open your TradeTrax app and tap Upcoming at the bottom of the screen to view your Upcoming Tasks.

      2.  Tap on the Builder task that needs an updated Expected Start Date.

      Builder_RescheduleBuilderTask_1           Builder_RescheduleBuilderTask_2

      3.  Tap on the Expected Start Date to access the calendar.
      4.  The current Expected Start Date is marked in blue. Tap the new Expected Start Date on the calendar to change the date.

      Builder_RescheduleBuilderTask_3          Builder_RescheduleBuilderTask_4

      5.  After selecting your best approximate date for the Builder-Owned task, tap the Update Expected Start button at the bottom of the screen.
      6.  Your date change is complete. The updated Expected Start Date and Expected Finish Date will display in the Task Details, and the task will relocate in the app to the new date in the Upcoming Tasks section.

      Builder_RescheduleBuilderTask_5          Builder_RescheduleBuilderTask_6

       

      Reschedule Upcoming Builder-Owned Tasks- Laptop

      1. You can find your Builder-Owned Tasks by clicking To-Dos or Upcoming on the left-hand menu, or by clicking Tasks Expected to Finish on the To-Do list on the right-hand side of your Dashboard.
        Builder_ReSchTask_Lap_1
      2. When you open your To-Do list, your most current Builder-Owned Tasks are listed in the Tasks Expected to Finish column in the center of the screen. Click on the name of the task on the Task Card to access more task information.
        Builder_ReSchTask_Lap_2
      3. For this example, we have a City Inspection for Frame that is scheduled for 5/23. It won’t be ready on 5/23 so we need to update the Expected Start Date.
        Builder_ReSchTask_Lap_3
      4. Click the Expected Start Date.
        Builder_ReSchTask_Lap_4
      5. Select the new Expected Start Date for the inspection from the calendar drop-down.
        Builder_ReSchTask_Lap_5
      6. A Schedule Impact window will pop-up and tell you how much the proposed date change will increase or decrease your cycle time. Click Confirm Date Change to complete the date change for this task.
        Builder_ReSchTask_Lap_6
      7. That's it. The Expected Start Date is now updated. Any downstream tasks that are affected will have their start dates automatically changed by the system.