⚙️ Takt Settings

Purpose

Takt Settings is the setup interface users interact with after checkout or when beginning a free trial. It’s designed to streamline the configuration of areas, zones, tasks, and overall project structure in a simple, intuitive UI.

🔁 Phases

First phase is created by default for setup

Rename, reorder, or add new phases

Save setup to auto-generate schedule view with changes

🧱 Area & Zone Configuration

Adding Areas: Simply type an area name and press Enter. Areas could represent floors, buildings, or distinct work sections in your construction site.

Creating Zones: After an area is created, add zones (e.g., Zone 1, Zone 2) within that area. Zones define smaller work segments and form the basis of flow units across the takt plan.

Modifying Structure:

Duplicate areas to save time when layouts are similar.

Drag and drop areas or zones to reorder them visually in the interface.

Delete areas or zones with the trash icon if they are no longer needed.

This step creates the spatial backbone of your takt plan, allowing you to visualize how work will progress

✅ Task Configuration

Type and press Enter to add each task

Tasks are assigned colors randomly (editable)

Choose colors from defaults, other projects, or create custom ones

Copy tasks from another phase or project

Option to begin with a blank canvas to add one-off tasks directly in the schedule view. For more information about how the blank canvas work, see here.

🧾 Task Properties Modal

Basic Fields

Name, Code, Description: Editable fields shown in schedule views and reports

Company Tags

Type the name of a vendor or subcontractor to create a tag

Once created, company tags are reusable across tasks within the same project

Used for assigning ownership and filtering schedules

For additional information about company tags and their functionality, see here.

Task Period

Default: 5 days

Can be adjusted individually per task

Flow Options

As Soon As Possible: Scheduled immediately per dependency logic

As Late As Possible: Scheduled latest per dependencies

Continuous: Used for uninterrupted crew flows (e.g., traveling teams). For additional information about the continuous flow, see here.

Reverse Task Sequence

Toggle on/off to generate schedule starting from last zone and flowing upward

For additional information about the Reverse Task Sequence, see here.

Crew Details

Crew Size: Number of people per crew

Number of Crews: Parallel crews on the same task

Crew sizes can also be managed at the subtask level. For additional information on how to do this, see here.

Crews can be viewed in the workforce histogram in the schedule view. For more information, see here.

Quantities & Units

Define unit (e.g., kilos, meters)

Enter quantity and total cost

Cost is distributed across days and shown in histogram

For more information about how quantities and costs are displayed in the histogram, see here.

Checklists

Create reusable task checklists

Reorder items by drag-and-drop

Enable/disable checklist visibility per task

Checklists can be edited later and shared across multiple tasks

For more information about how the checklists work, see here.

📅 Dates & Durations Setup

Choose custom work week (e.g., Mon–Fri or Wed–Fri)

Set default task period for all tasks in phase

Define phase start/end date

Duration is calculated based on zones/tasks

📆 Holiday Setup

Add single or multi-day holidays with names

Delete or copy holidays from another phase/project

Takt settings