Schedule
The Schedule is found in the left-hand project navigation under each project. It allows you to plan all phases and tasks of a project across a timeline, track progress, and manage team resource allocation.
1.1 Creating a New Schedule (From Scratch)
When you open a project's Schedule tab for the first time, you'll see an empty state with two options:
Option A: Create Schedule Clicking "Create Schedule" opens a workflow where you choose between two creation methods:
Create with AI — If the project has an existing Estimate, KonstructIQ's AI will automatically analyze the scope and generate schedule phases, tasks, and to-dos for you. This is the fastest way to get started. Note: An Estimate must exist on the project for this option to be active.
Create Manually — Lets you build the schedule from scratch step by step. After selecting this option, you'll be presented with a setup form that includes:
Project Start Date (required) — defaults to today's date
Is there a deadline or end date? — an optional checkbox that reveals an End Date field when enabled
Workday Settings — defaults to Monday–Friday, 8 hours/day. Click "Edit" to open the full Workday Settings dialog (see Section 1.4)
Publish schedule immediately — checked by default; uncheck if you want to save the schedule in draft/inactive mode before sharing
Click Create in the top-right corner to generate the schedule and land on the main schedule view.
Option B: Copy from Existing Clicking "Copy from Existing" opens a dialog that lists all other projects in the account. You can filter by All, Approved, Sent, or Draft status. Select any project and click Confirm to copy its schedule structure into the current project.
1.2 Schedule Status: Live Mode vs. Inactive
Once a schedule exists, its status is shown in a badge next to the "Schedule" page title:
Live Mode — The schedule is active and published. Dates show in the subtitle (e.g., "Published on May 26, 2026").
Inactive — The schedule exists but is not yet published. Use Options > Deactivate to toggle it off, or Options > (re-activate) to go live.
1.3 Project Progress Banner
At the top of every schedule is a Project Progress banner that gives a quick high-level view:
Start date — the project's start date
Baseline End — the originally set baseline completion date (shown in orange when the date has passed or is at risk)
Expected End — the dynamically calculated current projected end date
% Complete — the overall schedule completion percentage (calculated from task progress)
Progress bar — a visual bar showing current progress versus the timeline
Below the dates, a legend explains the color-coding used across all views:
Completed (teal fill) — tasks that are 100% done
Critical Path (white/outlined) — tasks where any delay will push back the final project end date
Baseline End (vertical line marker) — marks the original baseline end date on the timeline
Variance — shows whether the project is "On Time," ahead, or behind schedule
1.4 Workday Settings
Accessible via Options > Workday Settings (or during schedule creation). This dialog lets you define the working calendar:
Working Days — check any combination of Monday through Sunday (default: Mon–Fri)
Start Time — the daily work start time (default: 8:00 AM)
End Time — the daily work end time (default: 4:00 PM)
Hours Per Day — numeric field (default: 8)
Holidays — click "+ Holiday" to add specific dates that should be excluded from duration calculations
Workday Settings directly affect how task durations and end dates are calculated. For example, a 5-day task starting on a Thursday will end the following Wednesday if Saturday and Sunday are non-working days.
1.5 Baseline Settings
Accessible via Options > Baseline Settings. A baseline is a snapshot of the planned schedule used as a reference point for measuring progress and variance.
Schedule Start Date — the project's start date
Current Baseline — displays the currently saved baseline end date
Baseline Date — set a new baseline end date; saving this will overwrite the previous baseline
Note: Setting a new baseline will overwrite the existing one, so use this intentionally when re-planning
The Baseline End marker appears as a vertical line in the Gantt chart so you can visually compare planned vs. actual progress.
1.6 The Four Schedule Views
The schedule can be viewed in four different modes, selectable via the tab bar below the progress banner:
Calendar View
The default view. Displays schedule items on a calendar. Navigation controls allow you to move forward/backward in time, and you can switch between sub-views:
Day — shows a single day's scheduled tasks
Week — shows the current week with tasks laid out across days
Month — the default; shows a full month grid with tasks visible on their start/end dates
Today button — jumps the calendar back to today's date
Agenda — shows a chronological list of upcoming tasks with their dates, useful for a day-by-day reading of what's happening (e.g., "May 26 – Tuesday: Permits, plans, inspections...")
Gantt View
A classic Gantt chart with a split-pane layout:
Left pane — lists phases and schedule items with their Name, Start date, and End date. Phases are collapsible (click the arrow) and color-coded. Individual items appear as bullets under their parent phase.
Right pane — a horizontal bar chart timeline. Bars represent each task's duration. A "Project start" marker shows the project start date. You can scroll the timeline horizontally to navigate across the full project duration.
List View
The most detailed tabular view. Columns include:
Phase / Item — phase headers (collapsible) with items nested beneath
Start Date — with a "+" icon to quickly add a predecessor dependency
End Date — with a warning icon if dates are at risk
Duration — calculated automatically in working days
Assignees — avatar icons for assigned team members
Status — Not Started / In Progress / Complete / On Hold
Progress — percentage complete
A Search bar at the top lets you find tasks by name. A Status filter dropdown lets you filter the list to a specific status.
Clicking any item in the list opens the Edit Item side panel (see Section 1.7).
Resource View
Shows a weekly calendar grid with each assigned team member or subcontractor as a row. For each person, you can see:
Their name and role (e.g., Staff, Subcontractor)
Each day's allocated hours (e.g., "8 hrs")
The task(s) they are assigned to for that day
Days with no assignment show "0 hrs" Use the arrow navigation at the top to move week by week.
1.7 Creating Phases and Schedule Items
Use the Create button (top-right) to add new content. The dropdown offers two options:
Create > Phase Phases are groupings that organize schedule items. The "Add Phase" form includes:
Name (required)
Description (rich text editor with formatting options)
Color — choose from a palette of colors; the selected color is used to distinguish the phase in the Gantt and List views
Create > Schedule Item Schedule items are the individual tasks within a phase. The "Add Schedule Item" form includes:
Name (required)
Description (rich text editor)
Phase — dropdown to assign the item to a parent phase
Start Date (required)
End Date (required)
All Day checkbox
Assignees — search for and assign team members or subcontractors
Status — Not Started (default), In Progress, Complete, On Hold
Progress — a slider from 0–100%
To-Dos — you can link existing To-Do tasks directly to this schedule item, or add new ones inline. Click "Add" to attach a to-do.
Dependencies — link other schedule items as predecessors. Click "Add" to set up finish-to-start dependencies.
1.8 Editing Schedule Items
Click any item in the List or Gantt view to open the Edit Item side panel on the right. All fields from the creation form are editable here. The panel also shows any linked To-Dos (with their individual status badges) and Dependencies. A three-dot menu (⋯) at the top of the panel provides additional options such as Delete. The X button closes the panel.
1.9 Additional Options Menu
Click Options (top-right) to access schedule-level settings:
Deactivate — puts the schedule into inactive/draft mode
Workday Settings — configure working days, hours, and holidays
Baseline Settings — set or update the schedule baseline
Delete Schedule — permanently removes the schedule (use with caution)
To-Dos
The To-Dos section is found in the left-hand project navigation and houses two types of action items: Tasks and Punch Lists. Both are tracked in the same interface with a tab switcher at the top.
2.1 Navigating To-Dos
The To-Dos page has two tabs:
Tasks — general action items tied to schedule phases/items
Punch Lists — deficiency or completion items typically associated with final walkthroughs
Both tabs share the same layout: a Search bar, a Status filter dropdown (All / Not Started / In Progress / Complete / On Hold), and a table with the following columns:
Title — the task name (truncated if long)
Status — color-coded badge (e.g., "Not Started")
Due Date — optional target completion date
Priority — displayed as a colored badge (e.g., "Medium" in orange)
Assignees — avatar icons for assigned people
Schedule — shows the linked schedule item name (if connected)
2.2 Creating To-Dos
Click the Create button (top-right) and choose:
Task — creates a new action item under the Tasks tab
Punch List — creates a new item under the Punch Lists tab
You can also add To-Dos from directly within a Schedule Item's edit panel using the To-Dos section's "Add" button.
Additionally, the Punch Lists tab has a quick-add row at the bottom of the list for fast entry.
2.3 Task Fields
When you click on any task to edit it (or use Create > Task), the Edit Task side panel opens on the right with the following fields:
Title (required)
Status — dropdown: Not Started (default), In Progress, Complete, On Hold
Due Date — optional calendar date picker
Priority — dropdown: Low, Medium (default), High, Critical
Assignees — search and assign one or more team members
Description — rich text editor for notes, instructions, or context
Location — free-text field (e.g., "2nd floor, Unit B")
Est. Hours — estimated hours to complete
Actual Hours — hours actually spent
Requires Attachment — toggle; when enabled, the task cannot be marked complete without a file attachment being submitted
2.4 Punch List Fields
Punch List items have all the same fields as Tasks, plus two additional fields specific to punch lists:
Room — free-text field for the specific room or area (e.g., "Kitchen, Master Bath")
Reported Date — the date the deficiency was reported
Requires Photo — toggle; when enabled, a photo must be attached to complete the item
2.5 Linking To-Dos to the Schedule
To-Do items can be linked to specific schedule items in two ways:
From the Schedule Item — open any schedule item's Edit panel, scroll to the To-Dos section, and click "Add" to attach or create a to-do. The linked to-do will then show the schedule item name in its "Schedule" column.
From the Schedule Creation Form — when adding a new Schedule Item, the To-Dos section is available in the same form.
This linkage means that when a to-do is completed, it rolls up to the associated schedule item and can influence overall progress tracking.
Quick Reference and Guide
Starting a schedule on a new project: Navigate to the project → Schedule → click "Create Schedule" → choose "Create with AI" (if an estimate exists) or "Create Manually" → set start date, optional end date, workday settings → click "Create."
Adding a phase: Schedule page → Create → Phase → enter name, description, color → click "Add."
Adding a task to a phase: Schedule page → Create → Schedule Item → enter name, select phase from dropdown, set start and end dates, assign team members, set status → click "Add."
Setting a baseline: Schedule page → Options → Baseline Settings → confirm or update the baseline date → click "Save."
Marking a task in progress: List view → click the task → Edit Item panel → change Status to "In Progress" and adjust the Progress slider → close panel (auto-saves).
Creating a punch list item: To-Dos → Punch Lists tab → Create → Punch List → enter title, status, due date, priority, assignees, location, room, reported date, toggle photo/attachment requirements → Save.
Filtering to-dos by status: To-Dos page → Status dropdown → select the desired status (e.g., "Not Started").