Trade Scheduler: Update a Task's Start Date

If you are not going to start a task on the task's expected start date, you will need to send an update request to the builder for a new start date.

 

To update a task's start date:

1. From the Upcoming Tab on the left-hand menu, click on the task that needs the start date changed. This will open the Task Details
   
2. Click the Send update Request.
   
3. Click the Propose Start Date field to access the calendar.
   
4. On the pop-up calendar, click the new start date that you want to propose to the builder.
   
5. If the new start date change is because of a weather event, click the Due to Weather box. 
   
6. Click in the Add a Note box to add notes to give context to your start date change.
   
7. With your notes complete, click Send to Builder.
   

After your update request is sent, the task record will be located under the original Expected Start Date in Upcoming Tasks until the builder approves the new Proposed Start Date. When the builder approves the New Proposed Start Date, the task will move to the new date in the Upcoming Tasks Section.

Update a Task Start Date on the Mobile App

1. Tap on the task that needs a start date change and then click Send Update Request.
          
2. Select the new proposed start date from the list or Tap Chose from Calendar to pick a different date. Tap the check box next to Due to Weather if the delay is weather related.
          
3. Tap Add a Note to add notes to give context to your start date change. (1) Type your notes and (2) Tap Save Changes.
      
4. Tap Send to Builder to complete your update request.