Overview
The Schedule View in InTakt is a comprehensive visualization of your project timeline, based on configurations defined in Takt Settings. It shows tasks distributed across phases, areas, and zones over time, along with multiple view and display options to support various planning and tracking workflows.
Key Features
Structure and Layout
- Timeline-based Interface: Shows project phases, areas, zones, and tasks along a time axis.
- Visual Indicators:
- Start and end dates of the project.
- Percentage of clean handoffs.
Zoom & Display Options
- Zoom Levels: Users can select between predefined zoom levels—25%, 50%, 100%, 150%, and 200%.
- Task Coloring:
- By Task Color (default)
- By Company Color (if configured): When configured, tasks are shown with the color of the company assigned to them. This helps visually distinguish which companies are working where. If a task does not have a company assigned, the task will default to its assigned task color.
For more information about how to assign companies to a task, see here.
- Schedule Views:
- Label View: Standard view with task labels.
- Workforce View: Displays crew size per task daily with histograms and rollups.
- Quantity & Cost View: Displays quantity and cost per task with subtotals and histograms.
For more information about the workforce and the quantity and cost view, see here.
Display Toggles
- Show/hide:
- Days off
- Lock line
- Roadblocks
- Legend
- Multi-row area layout (for overlapping tasks)
- Pinned links
- Milestones
Users can control these toggles via the display settings dropdown in the upper right corner.
Task Types
Tasks visible in the schedule originate from the Takt Settings configuration and are referred to as default tasks. In contrast, users can add one-off tasks directly in the schedule view by clicking the “+ One-off Task” button. One-off tasks are useful for unique work that doesn’t belong to the typical pattern. For example, a quick on-site repair or special inspection.
One-off tasks allow configuration of:
- Name
- Task Code
- Task Type (standard, buffer, or delay)
- Description
- Location (Phase, Area, Zone)
- Period
- Constraints
- Links to other tasks
Side Panel: Task Properties
When a task is selected, a side panel appears showing its editable properties. The fields are organized by tabs.
Info Tab
The Info tab provides general properties and classification for the selected task. Users can:
- Task Name: The display name of the task.
- Task Code: An alphanumeric identifier for internal reference.
- Task Type: Select from standard, delay, or buffer types to define behavior in planning.
- Description: Optional text field to provide task details or clarification.
- Company: Shows which company is responsible if assigned. View only for default tasks, editable for one-off tasks. Companies can be added by typing the name and pressing Enter to create a new one, or by typing and selecting from existing suggestions that appear below the input field. More on company tags here.
- Tags: Labels used to categorize or filter tasks. Tags can be added by typing the name and pressing Enter to create a new one, or by typing and selecting from existing suggestions that appear below the input field. More on tags here.
- Start and Finish Dates: Dates calculated based on logic and constraints.
- Location: Phase, area, and zone where the task is placed.
- Task Flow: Dictates how the system schedules task nodes within a phase. Options include:
- ASAP (As Soon As Possible): Tasks are planned to start at the earliest point allowed by their logic and constraints.
- ALAP (As Late As Possible): Tasks are delayed to start as close to their latest feasible date as permitted by constraints, helping compress schedules or balance resources.
- Continuous: Designed for uninterrupted work, especially for traveling crews. More on continuous flow here.
- Reverse: Tasks are scheduled in reverse order, from the last zone to the first, useful for end-driven planning. More on reverse task sequence here.
Changing the task flow updates the behaviour of all task nodes of the same task across every zone within the phase.
- Subtasks: If subtasks exist, they are listed here for quick reference, users can click on them to view them in the work plan. More on how to add subtasks in the work plan here.
Units Tab
This tab focuses on task execution resources and physical quantities. Users can:
- Set or adjust Crew Size: Defines the number of workers allocated per day. Default values are pulled from Takt Settings, but can be manually changed using arrows or direct input. Crew sizes can also be dictated by subtasks. When this occurs, it will be clearly indicated in this section. For more information about adding crew sizes to subtasks, see here.
- Edit Quantity and Cost: Specify how much work is expected (e.g., square feet, cubic yards) and the associated cost. Units and formats are customizable per task. For details on how to visualize quantity and cost information, see here.
These inputs influence workforce planning and are essential for using the workforce or quantity/cost schedule views. Data entered here also reflects in histograms and phase totals.. Defaults from Takt Settings will appear initially and can be overridden directly in this tab.
Plan Tab
- Modify task period
- Add a constraint: ensures the task starts no earlier than a specified date regardless of logic
- View/modify links: predecessors, successors.
Links Management
- View, edit, and add predecessors and successors: Understand task dependencies and adjust them. Links for the selected tasks will be directly overlaid in the schedule.
- Add custom links: Customize task dependencies for edge cases. Custom links are not overridden by changes made in Takt Settings. Once added, they remain in place and take precedence over any default logic that may be regenerated later.
- Add lags between related tasks: Specify positive or negative lag times between linked tasks to control the delay or overlap in their execution. Users can adjust the lag by clicking on the left/right arrows shown on the link or by directly editing the input field next to the lag value. For more information on adding lags between tasks, see here.
- Duplicate or remove links across the same task on all zones within a phase: Apply or clean up consistent logic across all nodes. This helps maintain a standardized link structure when using custom logic. For more information on how to add duplicate links, see here.
- Pin links (always visible arrows): Keeps logic arrows visible even when tasks are not selected.
Tracking Tab
Handoffs
Users can:
- Mark handoffs as approved, received, or done (individually or in bulk)
- View timestamps and user history per action
- Add comments to status changes
Once all handoffs are marked “done,” the task is considered complete. To modify it again, handoffs must be unchecked.
Roadblocks & Checklists
Roadblocks:
- Added through the roadblock icon in the schedule view
- Visible in the side panel only if the task has an assigned roadblock
- Help identify which tasks are currently blocked, aiding faster resolution
For more information on how roadblocks work see here.
Checklists:
- View predefined task-specific checklists when assigned and active to the task selected
- Team members can check off items as they’re completed
- Checklist state is saved and visible to the whole team
For more information on how checklists work see here.
Handling multiple tasks
Users can select multiple tasks in the schedule by dragging a box over them or by holding Command and clicking multiple tasks. After selecting tasks, users can:
- Modify properties in bulk.
- Copy, cut, or paste
- Delete in bulk
For more information about handling multiple tasks, see here.
Lock Line Functionality
- The lock line tracks phase progress.
- Tasks prior to the lock date are considered completed.
- Changes made within the two-week window (between the black and blue line) require a reason for variance, which is recorded in reports.
Filtering and Export
Filters
- Date Range: Filter tasks within a start/end date window
- Phase, Area, Zone: Project segmentation filters
- Task and Subtask: By name, type, or subtask presence
- Company and Tags: Task attribution filters
- Responsible Person (Work Plan): Assigned user filter
- Roadblock: Filter by presence and title text
- Reason for Variance: Based on justification text
- Unit: Quantity/cost unit types
- Checklist: By completion status or assigned checklist template
- Hide Filtered Areas: Collapses areas with no matches
Filters are accessed from the top-right icon. Saved filters are user-specific and persist across sessions.
For more information on how filters work, see here.
Exports
Access via the export icon in the top action bar. Available export formats:
- Full Schedule: PDF
- Work Plan: PDF weekly breakdown
- Look-ahead: PDF of upcoming tasks
- Excel: XLSX task export
- Primavera P6: XML
- Microsoft Project: XML
- Zone Map: PDF visualization by zone
- Reports: XLSX for tracking (handoffs, variance, etc.)
For more information on how exports work, see here.
