Searching within Schedules

Use the search bar at the top right to search the schedule by task name. See below:

Sorting Schedules

Use the sort feature (see below) by hovering over any of the columns in schedules and clicking 1-3 times to adjust from ascending, descending, or no sort for that column. After making edits to tasks, refreshing the page before applying any sort will help items to sort by the desired column. 

Filter Schedules

Use the "Filter" modal (see below) to filter schedule to show only information that is relevant to a user. From the "Filter" modal you have the ability to:

• Select a date range to display
• Select all tasks that relate to a particular Trade Partner
• Select all tasks that relate to a particular Assignee
• Select all tasks that are assigned to you
• Regroup all tasks by "Upcoming" or "Phase"
• Select all tasks that have a particular Status
• Select all tasks that have a Required Document
• Select all tasks that are Milestones, Critical Path, Stale, and/or Homeowner Visible

Select Columns To Show

Users have the ability to select which columns are visible in the list view of schedules. Column selections are specific to each project, meaning the selections will not be persistent for the user across all projects. To select columns to show, simply select the "Columns" dropdown and select/deselect your chosen columns. Utilize the "Clear Selections" option within the modal to remove all selections. 

✐ Note: Task Name, Start, and End are mandatory columns in the schedule and cannot be deselected.

Key Terms

• Global Phase - A logical grouping of tasks with a defined completion. At the top of the schedule Hierarchy
• Subphase - A group of tasks on the second layer of the schedule hierarchy
• Task - The individual actions with a defined end that make up a schedule

Questions? Feedback? Email us at Product-Support@Homebound.com or chat with us in Blueprint!