{"id":7978,"date":"2021-11-06T16:41:28","date_gmt":"2021-11-06T16:41:28","guid":{"rendered":"http:\/\/3.26.62.22\/?post_type=ht_kb&#038;p=7978"},"modified":"2021-11-11T19:27:16","modified_gmt":"2021-11-11T19:27:16","slug":"warranty-schedule-templates","status":"publish","type":"ht_kb","link":"http:\/\/help.gjgardner.com\/nz\/hc\/setup\/schedule-settings\/schedule-templates\/warranty-schedule-templates\/","title":{"rendered":"Warranty Schedule Templates"},"content":{"rendered":"<p>Warranty Schedule Templates contain a list of pre-defined tasks that can be grouped around the composite task. You can further add tasks into them, manage dependencies of tasks, and see the visual distribution of tasks on the timeline of the Gantt chart.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Managing Tasks in the Warranty Schedule Template<\/h4>\n\n\n\n<p>While editing tasks and sub-tasks in the Warranty Schedule Template, you can perform the following actions:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>select resources for fulfiling tasks<\/li><li>manage notes for Tasks<\/li><li>manage quick To Do tasks<\/li><\/ul>\n\n\n\n<ol class=\"wp-block-list\"><li>In the table with tasks, locate the one you want to edit.<\/li><li>Hover over the task until the action icons appear.<\/li><li>Click the <strong>Edit<\/strong> <img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-188 alignnone\" src=\"\/wp-content\/uploads\/2019\/02\/edit-icon.png\" alt=\"\" width=\"15\" height=\"15\">&nbsp;icon. The Warranty Schedule Template Task page opens, as follows:<img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-1632\" src=\"\/wp-content\/uploads\/2019\/04\/warranty-schedule-template-tasks-list.png\" alt=\"\" width=\"1799\" height=\"846\" srcset=\"https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/04\/warranty-schedule-template-tasks-list.png 1799w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/04\/warranty-schedule-template-tasks-list-300x141.png 300w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/04\/warranty-schedule-template-tasks-list-1024x482.png 1024w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/04\/warranty-schedule-template-tasks-list-768x361.png 768w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/04\/warranty-schedule-template-tasks-list-1536x722.png 1536w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/04\/warranty-schedule-template-tasks-list-1200x564.png 1200w\" sizes=\"(max-width: 1799px) 100vw, 1799px\" \/><\/li><\/ol>\n\n\n\n<p>This page is comprised of the three tabs, as follows:<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table><tbody><tr><td><strong>General<\/strong><\/td><td>Shows the block with general information about the task and two lists with resources:\n<p>&nbsp;<\/p>\n<ul>\n<li>CC Resources<\/li>\n<li>Users Resources<\/li>\n<li>Current Tasks List<\/li>\n<\/ul>\n<\/td><\/tr><tr><td><strong>Notes<\/strong><\/td><td>Shows the list of optional notes about the task.<\/td><\/tr><tr><td><strong>ToDo\u2019s<\/strong><\/td><td>Shows the list of smaller ToDo tasks that attribute to this parent task.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p>The general information about the task shows the following:<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table><tbody><tr><td><strong>Task Name<\/strong><\/td><td>Name of the task. You can update the name of the task if needed.<\/td><\/tr><tr><td><strong>Duration<\/strong><\/td><td>Duration of the task in days and hours. You can update it on the Gantt Chart only.<\/td><\/tr><tr><td><strong>Description<\/strong><\/td><td>Description of the task.<\/td><\/tr><tr><td><strong>Resource<\/strong><\/td><td>Resource (supplier or user) who can complete the task.<\/td><\/tr><tr><td><strong>Exclude from Gantt Chart<\/strong><\/td><td>Check the box to exclude the task from the Gantt Chart.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p>The CC Resources List shows the list of Cost Centers that relate to Suppliers that provide a specific service. For each entry, the following information is displayed:<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table><tbody><tr><td><strong>Number<\/strong><\/td><td>Number of the Cost Center which the Supplier relates to.<\/td><\/tr><tr><td><strong>Description<\/strong><\/td><td>Description of the Cost Center.<\/td><\/tr><tr><td><strong>Name<\/strong><\/td><td>Name of the Supplier who will execute the task.<\/td><\/tr><tr><td><strong>Phone<\/strong><\/td><td>Phone number of the Supplier.<\/td><\/tr><tr><td><strong>Contact<\/strong><\/td><td>Name of the contact on the Supplier\u2019s side.<\/td><\/tr><tr><td><strong>Preferred<\/strong><\/td><td>Flag that the Supplier is marked as preferred.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p>To locate the Supplier by a specific Cost Center number, click the <strong>Go To<\/strong> <img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-308 alignnone\" src=\"\/wp-content\/uploads\/2019\/03\/find-icon.png\" alt=\"\" width=\"18\" height=\"18\">&nbsp;icon, then enter or select the appropriate Cost Center number from the list.<\/p>\n\n\n\n<p>The Users Resources list shows the list of users who you can view the list of tasks that relate to the current Schedule Task. To locate the user by his or her name, click the <strong>Go To<\/strong> <img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-308 alignnone\" src=\"\/wp-content\/uploads\/2019\/03\/find-icon.png\" alt=\"\" width=\"18\" height=\"18\">&nbsp;icon, then enter or select the appropriate user from the list.<\/p>\n\n\n\n<h5 class=\"wp-block-heading\">Selecting Resources for Task Execution<\/h5>\n\n\n\n<p><strong>To select a supplier\/sub-contractor:<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\"><li>Select the <strong>CC Resources<\/strong> tab.<\/li><li>On the list with suppliers and sub-contractors, select the appropriate one that can execute the current task.<\/li><li>The selected supplier or sub-contractor will appear in the Resource box.<\/li><\/ol>\n\n\n\n<p>To locate the appropriate supplier or sub-contractor, click the <strong>Go to<\/strong> <img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-308 alignnone\" src=\"\/wp-content\/uploads\/2019\/03\/find-icon.png\" alt=\"\" width=\"18\" height=\"18\">&nbsp;icon. Select the Cost Center which the supplier or sub-contractor attributes to.<\/p>\n\n\n\n<p><strong>To select a user:<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\"><li>Select the <strong>User Resources<\/strong> tab.<\/li><li>On the list with users, select the appropriate one that can execute the current task.<\/li><li>The selected user will appear in the Resource box.<\/li><li>When complete, click <strong>Process<\/strong>.<\/li><\/ol>\n\n\n\n<h5 class=\"wp-block-heading\">Managing Task Notes<\/h5>\n\n\n\n<p>You can add task notes for a specific task within the Schedule Template..<\/p>\n\n\n\n<ol class=\"wp-block-list\"><li>Switch to the <strong>Notes<\/strong> tab.<\/li><li>Click the <strong>Add<\/strong> <img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-247 alignnone\" src=\"\/wp-content\/uploads\/2019\/03\/quote-add-icon.png\" alt=\"\" width=\"20\" height=\"14\">&nbsp;icon.<\/li><li>In the <strong>Add Note<\/strong> form, enter a note.<img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-1633\" src=\"\/wp-content\/uploads\/2019\/04\/warranty-schedule-template-add-note.png\" alt=\"\" width=\"448\" height=\"296\" srcset=\"https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/04\/warranty-schedule-template-add-note.png 448w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/04\/warranty-schedule-template-add-note-300x198.png 300w\" sizes=\"(max-width: 448px) 100vw, 448px\" \/><\/li><li>Click <strong>Add<\/strong>.<\/li><li>When complete, click <strong>Process<\/strong>.<\/li><\/ol>\n\n\n\n<p><strong>To edit the existing note:<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\"><li>On the list with task notes, locate the one you want to edit.<\/li><li>Hover over the note until the action icons appear.<\/li><li>Click the <strong>Edit<\/strong> <img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-188 alignnone\" src=\"\/wp-content\/uploads\/2019\/02\/edit-icon.png\" alt=\"\" width=\"15\" height=\"15\">&nbsp;icon.<\/li><li>In the <strong>Edit Note<\/strong> form, update the note.<\/li><li>Click <strong>Save<\/strong>.<\/li><li>When complete, click <strong>Process<\/strong>.<\/li><\/ol>\n\n\n\n<p><strong>&nbsp;To delete the existing note:<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\"><li>On the list with task notes, locate the one you want to delete.<\/li><li>Hover over the note until the action icons appear.<\/li><li>Click the <strong>Delete<\/strong> <img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-206 alignnone\" src=\"\/wp-content\/uploads\/2019\/02\/delete-icon.png\" alt=\"\" width=\"12\" height=\"16\">&nbsp;icon.<\/li><li>Confirm the removal of the note.<\/li><li>When complete, click <strong>Process<\/strong>.<\/li><\/ol>\n\n\n\n<h5 class=\"wp-block-heading\">Managing ToDo Tasks<\/h5>\n\n\n\n<p>You can add To Do tasks for a specific Task within the Schedule Template.<\/p>\n\n\n\n<ol class=\"wp-block-list\"><li>Switch to the <strong>ToDo\u2019s<\/strong> tab.<\/li><li>Click the <strong>Add<\/strong> <img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-247 alignnone\" src=\"\/wp-content\/uploads\/2019\/03\/quote-add-icon.png\" alt=\"\" width=\"20\" height=\"14\">&nbsp;icon.<\/li><li>In the <strong>Add ToDo<\/strong> form, enter information for a ToDo task:<\/li><li>\n<table width=\"623\">\n<tbody>\n<tr>\n<td width=\"168\"><strong>Role<\/strong><\/td>\n<td width=\"455\">Select the Role which this ToDo task relates to.<\/td>\n<\/tr>\n<tr>\n<td width=\"168\"><strong>User<\/strong><\/td>\n<td width=\"455\">Select the User who this ToDo task is assigned to.<\/td>\n<\/tr>\n<tr>\n<td width=\"168\"><strong>Days<\/strong><\/td>\n<td width=\"455\">Enter the number of days.<\/td>\n<\/tr>\n<tr>\n<td width=\"168\"><strong>Event<\/strong><\/td>\n<td width=\"455\">Select the option for event:\n<p>&nbsp;<\/p>\n<ul>\n<li>Before Start<\/li>\n<li>After Start<\/li>\n<li>Before End<\/li>\n<li>After End<\/li>\n<li>After Complete<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<tr>\n<td width=\"168\"><strong>Note<\/strong><\/td>\n<td width=\"455\">Enter a note for a ToDo task.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/li><li><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-1636\" src=\"\/wp-content\/uploads\/2019\/04\/warranty-schedule-template-add-todo.png\" alt=\"\" width=\"400\" height=\"495\" srcset=\"https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/04\/warranty-schedule-template-add-todo.png 400w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/04\/warranty-schedule-template-add-todo-242x300.png 242w\" sizes=\"(max-width: 400px) 100vw, 400px\" \/><\/li><li>Click <strong>Add<\/strong>.<\/li><li>When complete, click <strong>Process<\/strong>.<\/li><\/ol>\n\n\n\n<p><strong>To edit the existing ToDo task:<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\"><li>On the list with ToDo tasks, locate the one you want to edit.<\/li><li>Hover over the ToDo task until the action icons appear.<\/li><li>Click the <strong>Edit<\/strong> <img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-188 alignnone\" src=\"\/wp-content\/uploads\/2019\/02\/edit-icon.png\" alt=\"\" width=\"15\" height=\"15\">&nbsp;icon.<\/li><li>In the <strong>Edit ToDo<\/strong> form, update the ToDo task.<\/li><li>Click <strong>Edit<\/strong>.<\/li><li>When complete, click <strong>Process<\/strong>.<\/li><\/ol>\n\n\n\n<p><strong>&nbsp;To delete the existing ToDo task:<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\"><li>On the list with ToDo tasks, locate the one you want to delete.<\/li><li>Hover over the ToDo task until the action icons appear.<\/li><li>Click the <strong>Delete<\/strong> <img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-206 alignnone\" src=\"\/wp-content\/uploads\/2019\/02\/delete-icon.png\" alt=\"\" width=\"12\" height=\"16\">&nbsp;icon.<\/li><li>Confirm the removal of the ToDo task.<\/li><li>When complete, click <strong>Process<\/strong>.<\/li><\/ol>\n\n\n\n<h5 class=\"wp-block-heading\">Excluding Tasks on the Gantt Chart<\/h5>\n\n\n\n<ol class=\"wp-block-list\"><li>On the list with Tasks, locate the task you want to exclude from showing on the Gantt chart.<\/li><li>In the Excl column, check the box for the Task.<\/li><li>When complete, click <strong>Process<\/strong>.<\/li><\/ol>\n\n\n\n<p>The flag will be automatically applied to the composite task and its sub-tasks.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Managing Tasks on the Gantt Chart<\/h4>\n\n\n\n<p>You can manage Tasks of the Warranty Schedule Template on the Gantt Chart.<\/p>\n\n\n\n<p>Below the list with Tasks, locate the Gantt Chart button and click it.<\/p>\n\n\n\n<p>The page with the Gantt Chart opens, as follows:<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter\"><img loading=\"lazy\" decoding=\"async\" width=\"1743\" height=\"862\" src=\"\/wp-content\/uploads\/2019\/07\/warranty-schedule-template-gantt-tasks-list.png\" alt=\"\" class=\"wp-image-3345\" srcset=\"https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/07\/warranty-schedule-template-gantt-tasks-list.png 1743w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/07\/warranty-schedule-template-gantt-tasks-list-300x148.png 300w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/07\/warranty-schedule-template-gantt-tasks-list-1024x506.png 1024w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/07\/warranty-schedule-template-gantt-tasks-list-768x380.png 768w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/07\/warranty-schedule-template-gantt-tasks-list-1536x760.png 1536w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/07\/warranty-schedule-template-gantt-tasks-list-1200x593.png 1200w\" sizes=\"(max-width: 1743px) 100vw, 1743px\" \/><\/figure><\/div>\n\n\n\n<p>Here you can see that the page is divided into two parts. The left part accommodates the list of Tasks, the right part accommodates the Gantt Chart for planning the sales activities and their distribution across the timeline.<\/p>\n\n\n\n<p>The Tasks list shows the list of tasks grouped within the composite tasks (having sub-tasks). To view sub-tasks within a specific Task, you can expand it by clicking the &nbsp;icon.<\/p>\n\n\n\n<p>For each task on the list, the following information is displayed:<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table><tbody><tr><td><strong>Number<\/strong><\/td><td>Ordinal number of the Task on the list. The system assigns it automatically.<\/td><\/tr><tr><td><strong>Task Name<\/strong><\/td><td>Name of the Task.<\/td><\/tr><tr><td><strong>Resource<\/strong><\/td><td>Supplier or Contractor who can provide a specific service for Task completion.<\/td><\/tr><tr><td><strong>Type<\/strong><\/td><td>Type of the task:\n<p>&nbsp;<\/p>\n<ul>\n<li><strong>SUM <\/strong>\u2013 composite Task with sub-tasks.<\/li>\n<li><strong>Empty <\/strong>&#8211; a generic Task.<\/li>\n<\/ul>\n<\/td><\/tr><tr><td><strong>Pred.<\/strong><\/td><td>Number of the task which is a predecessor for the current task.\n<p>&nbsp;<\/p>\n<p>The parameter in the Pred. column can take one or a combination of the following values:<\/p>\n<ul>\n<li><strong>FS<\/strong> (Finish to Start) \u2013 a predecessor task must finish before a successor task can start.<\/li>\n<li><strong>SS<\/strong> (Start to Start) \u2013 a predecessor task must start before a successor task can start.<\/li>\n<li><strong>FF<\/strong> (Finish to Finish) \u2013 a predecessor task must finish before a successor task can finish.<\/li>\n<li><strong>SF<\/strong> (Start to Finish) &#8211; a predecessor task must start before a successor task can finish.<\/li>\n<\/ul>\n<\/td><\/tr><tr><td><strong>Duration<\/strong><\/td><td>Planned duration of the task in days.<\/td><\/tr><tr><td><strong>Notes<\/strong><\/td><td>Notes about the task.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h5 class=\"wp-block-heading\">Managing Tasks in the Warranty Schedule Template<\/h5>\n\n\n\n<p>The Tasks list shows the hierarchy of all warranty tasks that should be completed prior to start of work on the Job.<\/p>\n\n\n\n<p><strong>To add a new Task:<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\"><li>Above the list with Tasks, click the <strong>Add Task<\/strong> <img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-910 alignnone\" src=\"\/wp-content\/uploads\/2019\/03\/add-task-icon.png\" alt=\"\" width=\"16\" height=\"20\">&nbsp;icon. Alternatively, you can click this icon when you hover over a Task on the list.<\/li><li>A new row with the generic task name appears on the list.<\/li><li>Double-click the row and enter the task name.<\/li><li>When complete, click <strong>Process<\/strong>.<\/li><\/ol>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter\"><img loading=\"lazy\" decoding=\"async\" width=\"787\" height=\"464\" src=\"\/wp-content\/uploads\/2019\/07\/warranty-schedule-template-gantt-tasks.png\" alt=\"\" class=\"wp-image-3346\" srcset=\"https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/07\/warranty-schedule-template-gantt-tasks.png 787w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/07\/warranty-schedule-template-gantt-tasks-300x177.png 300w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/07\/warranty-schedule-template-gantt-tasks-768x453.png 768w\" sizes=\"(max-width: 787px) 100vw, 787px\" \/><\/figure><\/div>\n\n\n\n<p><strong>To add a new Sub-Task:<\/strong><\/p>\n\n\n\n<p>You can add sub-tasks for generic tasks.<\/p>\n\n\n\n<ol class=\"wp-block-list\"><li>On the list with tasks, locate the Task, which you want to add a sub-task for.<\/li><li>Hover over it until the action icons appear.<\/li><li>Hover over this task until the action icons appear.<\/li><li>Click the <strong>Add Sub-task<\/strong> <img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-912 alignnone\" src=\"\/wp-content\/uploads\/2019\/03\/add-subtask-icon.png\" alt=\"\" width=\"13\" height=\"15\">&nbsp;icon.<\/li><li>Enter the name for a new sub-task.<\/li><li>When complete, click <strong>Process<\/strong>.<\/li><\/ol>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter\"><img loading=\"lazy\" decoding=\"async\" width=\"787\" height=\"498\" src=\"\/wp-content\/uploads\/2019\/07\/warranty-schedule-template-gantt-subtasks.png\" alt=\"\" class=\"wp-image-3347\" srcset=\"https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/07\/warranty-schedule-template-gantt-subtasks.png 787w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/07\/warranty-schedule-template-gantt-subtasks-300x190.png 300w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/07\/warranty-schedule-template-gantt-subtasks-768x486.png 768w\" sizes=\"(max-width: 787px) 100vw, 787px\" \/><\/figure><\/div>\n\n\n\n<p><strong>Note<\/strong><\/p>\n\n\n\n<pre class=\"wp-block-preformatted\">You cannot create a sub-task for the Task labeled as \u2018Start\u2019.<\/pre>\n\n\n\n<p><strong>To edit the Task:<\/strong><\/p>\n\n\n\n<p>The editing of Tasks allows you to update the name of generic Tasks and Sub-tasks that appear in the Template and in Job Schedules created on its basis. Additionally, you can modify ancestors and predecessors of Tasks, as well as their duration.<\/p>\n\n\n\n<ol class=\"wp-block-list\"><li>On the list with tasks, locate the one you want to edit.<\/li><li>Hover over it until the action icons appear.<\/li><li>Click the <strong>Edit <img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-188 alignnone\" src=\"\/wp-content\/uploads\/2019\/02\/edit-icon.png\" alt=\"\" width=\"15\" height=\"15\"><\/strong>&nbsp;icon. The Warranty Schedule Template Task page opens.<\/li><\/ol>\n\n\n\n<p>For the details on editing tasks in the Warranty Schedule Template, please <a href=\"\/nz\/setup\/schedules\/schedule-templates\/setup-schedules-warranty-schedule-templates\/setup-schedules-creating-editing-warranty-schedule-templates\/warranty-schedule-template-manage-tasks\/\" target=\"_blank\" rel=\"noopener noreferrer\">see this page<\/a>.<\/p>\n\n\n\n<p><strong>To delete Tasks and Sub-tasks:<\/strong><\/p>\n\n\n\n<p>You can delete the Tasks and Sub-Tasks that you added into the Warranty Schedule Template.<\/p>\n\n\n\n<ol class=\"wp-block-list\"><li>On the list with tasks, locate the task or sub-task you want to delete.<\/li><li>Hover over it until the action icons appear.<\/li><li>Click the <strong>Delete <img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-206 alignnone\" src=\"\/wp-content\/uploads\/2019\/02\/delete-icon.png\" alt=\"\" width=\"12\" height=\"16\"><\/strong>&nbsp;icon.<\/li><li>Confirm the removal of the task or sub-task.<\/li><li>When complete, click <strong>Process<\/strong>.<\/li><\/ol>\n\n\n\n<p><strong>Note<\/strong><\/p>\n\n\n\n<pre class=\"wp-block-preformatted\">You cannot delete the first task labeled as \u2018Start\u2019.<\/pre>\n\n\n\n<p><strong>To convert the sub-task into the task:<\/strong><\/p>\n\n\n\n<p>You can convert the existing sub-task into a generic task.<\/p>\n\n\n\n<ol class=\"wp-block-list\"><li>On the list with tasks, locate the sub-task you want to convert into a task.<\/li><li>Hover over the sub-task until the action icons appear.<\/li><li>Click the <strong>Not sub-task<\/strong> <img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-914 alignnone\" src=\"\/wp-content\/uploads\/2019\/03\/not-subtask-icon.png\" alt=\"\" width=\"13\" height=\"15\">&nbsp;icon.<\/li><li>When complete, click <strong>Process<\/strong>.<\/li><\/ol>\n\n\n\n<p>The sub-task will be moved one level up. If you were using the multi-level hierarchy of tasks, you may need to repeat the same procedure once more.<\/p>\n\n\n\n<p><strong>To manage order of tasks on the Tasks list:<\/strong><\/p>\n\n\n\n<p>You can change the order of elements on the Tasks list. You can change the order of all task types that you have. Please consider the following while re-ordering tasks:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>You can re-order generic Tasks and place them under the composite Tasks (making them a Sub-Task).<\/li><li>You can re-order Sub-Tasks within the same composite Task and move them to another composite Task.<\/li><\/ul>\n\n\n\n<ol class=\"wp-block-list\"><li>On the list with tasks, locate the task which position on the list you want to change.<\/li><li>Drag the &nbsp;part of the row to the appropriate position on the list.<\/li><li>When complete, click <strong>Process<\/strong>.<\/li><\/ol>\n\n\n\n<p><strong>Note<\/strong><\/p>\n\n\n\n<pre class=\"wp-block-preformatted\">You cannot change the position of the first task labeled as \u2018Start\u2019. It should be always at the top of the list of tasks.<\/pre>\n\n\n\n<p><strong>To expand all Tasks on the Tasks list:<\/strong><\/p>\n\n\n\n<p>Above the Tasks list, locate the Expand all button and click it. All the Tasks within the Warranty Schedule Template will be expanded.<\/p>\n\n\n\n<p><strong>To collapse all Tasks on the Tasks list:<\/strong><\/p>\n\n\n\n<p>Above the Tasks list, locate the Collapse all button and click it. All the Tasks within the Warranty Schedule Template will be collapsed.<\/p>\n\n\n\n<h5 class=\"wp-block-heading\">Managing Tasks on the Gantt Chart<\/h5>\n\n\n\n<p>You can manage tasks within the Schedule Template on the Gantt Chart. This is a quick and efficient way to estimate the overall duration of all tasks in the Schedule Template and trace dependencies between tasks. So that you can see how the increase in duration of one task impacts other tasks and the overall duration in general.<\/p>\n\n\n\n<p>Each task and sub-task represents an activity which is shown on the Gantt Chart as an activity bar. By default, duration of each activity equals one day and all activities start from the same day. A composite task is shown as progress activity bar on the Gantt Chart. Its length is determined automatically from the scope of all tasks within it,<\/p>\n\n\n\n<p>All the activities are distributed through the timescale. You can regulate positions of activity bars on the timescale and adjust duration of tasks.<\/p>\n\n\n\n<p><strong>To adjust the position of the activity bar on the timescale:<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\"><li>Hover over the activity bar which position on the timescale you want to adjust.<\/li><li>Drag the activity bar across the timescale.<\/li><li>When complete, click <strong>Process<\/strong>.<\/li><\/ol>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter\"><img loading=\"lazy\" decoding=\"async\" width=\"625\" height=\"424\" src=\"\/wp-content\/uploads\/2019\/07\/warranty-schedule-template-gantt-adjust-position.png\" alt=\"\" class=\"wp-image-3348\" srcset=\"https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/07\/warranty-schedule-template-gantt-adjust-position.png 625w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/07\/warranty-schedule-template-gantt-adjust-position-300x204.png 300w\" sizes=\"(max-width: 625px) 100vw, 625px\" \/><\/figure><\/div>\n\n\n\n<p>You can also adjust the position of the composite task on the timescale. When you change the position of the composite tasks, all the sub-tasks within it are also moved.<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter\"><img loading=\"lazy\" decoding=\"async\" width=\"634\" height=\"415\" src=\"\/wp-content\/uploads\/2019\/07\/warranty-schedule-template-gantt-adjust-position-activity.png\" alt=\"\" class=\"wp-image-3349\" srcset=\"https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/07\/warranty-schedule-template-gantt-adjust-position-activity.png 634w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/07\/warranty-schedule-template-gantt-adjust-position-activity-300x196.png 300w\" sizes=\"(max-width: 634px) 100vw, 634px\" \/><\/figure><\/div>\n\n\n\n<p><strong>To adjust the duration of the Task:<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\"><li>Hover over the activity bar which duration you want to increase or decrease. Once you hover, close to the left and right edges of the activity bar the circles appear.<\/li><li>Drag the left-side or right-side circle to adjust the duration of the Task. When you drag the circle, you can see how duration of the activity is changing in the tooltip.<\/li><li>When complete, click <strong>Process<\/strong>.<\/li><\/ol>\n\n\n\n<p>Duration of the composite task is calculated automatically by the system on the basis of all sub-tasks within it. You cannot adjust duration of the composite task.<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter\"><img loading=\"lazy\" decoding=\"async\" width=\"580\" height=\"346\" src=\"\/wp-content\/uploads\/2019\/07\/warranty-schedule-template-gantt-adjust-duration.png\" alt=\"\" class=\"wp-image-3350\" srcset=\"https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/07\/warranty-schedule-template-gantt-adjust-duration.png 580w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/07\/warranty-schedule-template-gantt-adjust-duration-300x179.png 300w\" sizes=\"(max-width: 580px) 100vw, 580px\" \/><\/figure><\/div>\n\n\n\n<p><strong>To manage dependencies between Tasks or Stages:<\/strong><\/p>\n\n\n\n<p>You can manage dependencies between tasks and sub-tasks and in this way indicate that some task can be started only when a specific task is completed or starts.<\/p>\n\n\n\n<p><iframe loading=\"lazy\" src=\"https:\/\/www.youtube.com\/embed\/PQVE0J0Pv_w\" width=\"656\" height=\"369\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/p>\n\n\n\n<ol class=\"wp-block-list\"><li>Hover over the activity bar which you want to set the dependency for. Once you hover, close to the left and right edges of the activity bar the circles appear.<\/li><li>Drag the line from the one activity bar to the circle of the other activity bar. The dependency line appears between the two activity bars.<\/li><li>When complete, click <strong>Process<\/strong>.<\/li><\/ol>\n\n\n\n<p>You can also set dependencies between composite tasks in the way similar to setting dependencies between generic tasks. You can set dependencies between sub-tasks from different composite tasks too.<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter\"><img loading=\"lazy\" decoding=\"async\" width=\"671\" height=\"458\" src=\"\/wp-content\/uploads\/2019\/04\/warranty-schedule-template-adjust-dependencies.png\" alt=\"\" class=\"wp-image-1647\" srcset=\"https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/04\/warranty-schedule-template-adjust-dependencies.png 671w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/04\/warranty-schedule-template-adjust-dependencies-300x205.png 300w\" sizes=\"(max-width: 671px) 100vw, 671px\" \/><\/figure><\/div>\n\n\n\n<p>Consider the following relationship types between the two activities (tasks \/ sub-tasks):<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table><tbody><tr><td><strong>FS<\/strong> (Finish to Start)<\/td><td>A predecessor task must finish before a successor task can start.\n<p>&nbsp;<\/p>\n<p><strong>To define this relationship type:<\/strong><\/p>\n<p>Drag the arrow from the right edge of a predecessor task to the left edge of a successor task.<\/p>\n<p>When <strong>FS<\/strong> type is set, a successor task starts from the finish point of a predecessor task.<\/p>\n<\/td><\/tr><tr><td><strong>SS<\/strong> (Start to Start)<\/td><td>A predecessor task must start before a successor task can start.\n<p>&nbsp;<\/p>\n<p><strong>To define this relationship type:<\/strong><\/p>\n<p>Drag the arrow from the left edge of a predecessor task to the left edge of a successor task.<\/p>\n<p>When <strong>SS<\/strong> type is set, a successor task starts from the start point of a predecessor task.<\/p>\n<\/td><\/tr><tr><td><strong>FF<\/strong> (Finish to Finish)<\/td><td>A predecessor task must finish before a successor task can finish.\n<p>&nbsp;<\/p>\n<p><strong>To define this relationship type:<\/strong><\/p>\n<p>Drag the arrow from the right edge of a predecessor task to the right edge of a successor task.<\/p>\n<p>When <strong>FF<\/strong> type is set, a successor task finishes at the finish point of a predecessor task.<\/p>\n<\/td><\/tr><tr><td><strong>SF<\/strong> (Start to Finish)<\/td><td>A predecessor task must start before a successor task can finish.\n<p>&nbsp;<\/p>\n<p><strong>To define this relationship type:<\/strong><\/p>\n<p>Drag the arrow from the left edge of a predecessor task to the right edge of a successor task.<\/p>\n<p>When <strong>SF<\/strong> type is set, a successor task finishes at the start point of a predecessor task.<\/p>\n<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p>Instead of dragging lines from one activity bar to the other, you can just enter the appropriate number of the task and relationship type into the field.<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter\"><img loading=\"lazy\" decoding=\"async\" width=\"643\" height=\"295\" src=\"\/wp-content\/uploads\/2019\/07\/warranty-schedule-template-gantt-adjust-connections.png\" alt=\"\" class=\"wp-image-3351\" srcset=\"https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/07\/warranty-schedule-template-gantt-adjust-connections.png 643w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/07\/warranty-schedule-template-gantt-adjust-connections-300x138.png 300w\" sizes=\"(max-width: 643px) 100vw, 643px\" \/><\/figure><\/div>\n\n\n\n<p>You can add multiple relationships between activity bars, in this case several values will be displayed in the field labeled as \u2211.<\/p>\n\n\n\n<p>To delete the no longer needed relationship between activity bars, clear the value in the field labeled as \u2211 for a specific task.<\/p>\n\n\n\n<p><strong>To manually enter a predecessor task and its connection type:<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\"><li>Double-click the text field (with the \u2211 label) and enter the number of a predecessor task and a connection type (for example, 16SS where 16 is a number of a predecessor task and SS is a Start to Start connection type).<\/li><li>When complete, press <strong>Enter<\/strong>.<\/li><\/ol>\n\n\n\n<p>You can add multiple predecessor tasks and define delays between a specific task and other tasks on the timeline.<\/p>\n\n\n\n<ol class=\"wp-block-list\"><li>On the list with Tasks, locate the one which you want to add predecessor tasks for.<\/li><li>Click the <strong>Add predecessors<\/strong> <img loading=\"lazy\" decoding=\"async\" width=\"8\" height=\"12\" class=\"size-full wp-image-919 alignnone\" src=\"\/wp-content\/uploads\/2019\/03\/add-predecessors-icon.png\" alt=\"\">&nbsp;icon.<\/li><li>In the <strong>Predecessor Kit for a Task Name<\/strong> form, define the following information about a predecessor task:<br> <table width=\"623\"> <tbody> <tr> <td width=\"168\"><strong>Predecessor<\/strong><\/td> <td width=\"455\">Select a predecessor task from the ones registered in the current schedule template.<\/td> <\/tr> <tr> <td width=\"168\"><strong>Relationship<\/strong><\/td> <td width=\"455\">Select the relationship type from the following ones: <p>&nbsp;<\/p> <\/td><\/tr><\/tbody><\/table><ul><li><table width=\"623\"><tbody><tr><td width=\"455\">Finish to Start<\/td><\/tr><\/tbody><\/table><\/li><li><table width=\"623\"><tbody><tr><td width=\"455\">Start to Start<\/td><\/tr><\/tbody><\/table><\/li><li><table width=\"623\"><tbody><tr><td width=\"455\">Finish to Finish<\/td><\/tr><\/tbody><\/table><\/li><li><table width=\"623\"><tbody><tr><td width=\"455\">Start to Finish <\/td> <\/tr> <tr> <td width=\"168\"><strong>Delay<\/strong><\/td> <td width=\"455\">Select the delay or overlap in the relationship between tasks, as follows: <p>&nbsp;<\/p> <p><strong>&#8216;+&#8217; = Delay <\/strong><\/p> <p><span style=\"font-weight: 400;\">A successor&nbsp;task starts some days after the end of a predecessor task.<\/span><\/p> <p><strong>&#8216;-&#8216; = Overlap<\/strong><\/p> <p><span style=\"font-weight: 400;\">A successor task starts some days prior to the end of a predecessor task. In this case, a successor task overlaps a predecessor task.<\/span><\/p> <\/td> <\/tr> <tr> <td width=\"168\"><strong>Days<\/strong><\/td> <td width=\"455\"><span style=\"font-weight: 400;\">The number of days a successor task starts before\/after the end of a predecessor task.<\/span><\/td> <\/tr> <\/tbody> <\/table> <figure><img loading=\"lazy\" decoding=\"async\" width=\"623\" height=\"495\" class=\"aligncenter size-full wp-image-3352\" src=\"\/wp-content\/uploads\/2019\/07\/warranty-schedule-template-gantt-predecessor-kit-form.png\" alt=\"\" srcset=\"https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/07\/warranty-schedule-template-gantt-predecessor-kit-form.png 623w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/07\/warranty-schedule-template-gantt-predecessor-kit-form-300x238.png 300w\" sizes=\"(max-width: 623px) 100vw, 623px\" \/><\/figure> <\/li><\/ul><\/li><li>When complete, click <strong>Apply<\/strong>.<\/li><li>Click <strong>Process<\/strong>.<\/li><\/ol>","protected":false},"excerpt":{"rendered":"<p>Warranty Schedule Templates contain a list of pre-defined tasks that can be grouped around the composite task. You can further add<\/p>","protected":false},"author":21,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[102],"ht-kb-tag":[],"class_list":["post-7978","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-schedule-templates"],"_links":{"self":[{"href":"https:\/\/help.gjgardner.com\/nz\/wp-json\/wp\/v2\/ht-kb\/7978"}],"collection":[{"href":"https:\/\/help.gjgardner.com\/nz\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.gjgardner.com\/nz\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.gjgardner.com\/nz\/wp-json\/wp\/v2\/users\/21"}],"replies":[{"embeddable":true,"href":"https:\/\/help.gjgardner.com\/nz\/wp-json\/wp\/v2\/comments?post=7978"}],"version-history":[{"count":3,"href":"https:\/\/help.gjgardner.com\/nz\/wp-json\/wp\/v2\/ht-kb\/7978\/revisions"}],"predecessor-version":[{"id":8278,"href":"https:\/\/help.gjgardner.com\/nz\/wp-json\/wp\/v2\/ht-kb\/7978\/revisions\/8278"}],"wp:attachment":[{"href":"https:\/\/help.gjgardner.com\/nz\/wp-json\/wp\/v2\/media?parent=7978"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.gjgardner.com\/nz\/wp-json\/wp\/v2\/ht-kb-category?post=7978"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.gjgardner.com\/nz\/wp-json\/wp\/v2\/ht-kb-tag?post=7978"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}