Key module · Tasks and Timeline
Plan every install on a timeline the whole team can see
Tasks and Timeline gives each project a Gantt chart of tasks, milestones and goals. Start from a default UK installation timeline in one click, then edit that template to match the way your team works.
Illustration of a newly seeded timeline on the Tasks tab. The site is invented.
Six things Tasks and Timeline does for every install
Gantt timeline
Tasks, milestones and goals on one chart per project.
Default UK timeline
Thirteen steps from site survey and DNO application to MCS certificate and customer handover.
Seed in one click
Stamp the default timeline onto any project, with dates counted from that day.
Progress from the chart
Click a bar to update its progress; the overview shows tasks done.
Milestones and goals
Flag key dates as milestones, and record what the project has to achieve as goals.
Your template
Rename tasks, change day offsets, set flags and reorder in Settings.
See an install planned in seconds
A short demo of a project timeline, from seeding to handover.
A standard install plan, set up once
The default timeline covers a UK commercial install from site survey, DNO application and MCS checks to commissioning, SEG application and customer handover. Edit it in Settings and every project seeded afterwards starts from your version.
- Rename tasks and change start and end days
- Flag milestones and goals
- Reorder by dragging; reset to the built-in default at any time
Illustration of the default project timeline in Settings, showing tasks from the built-in UK template.
See what is done, what is next and what is late
Every task, milestone and goal sits in a list beside the chart, with its dates, status and progress. Filter to tasks, milestones or goals, and the project overview shows how many tasks are done.
- Filter by tasks, milestones or goals
- Start, end, status and progress for each item
- Install progress shown on the project overview
Illustration of the Tasks tab list view. The site, dates and progress are invented.
Keep the outcome in view, not just the task list
Milestones mark the dates that matter, such as the MCS certificate and customer handover. Project goals capture what the project has to achieve, so the team works towards the result as well as the next task.
- Milestones marked on the timeline
- Project goals with their own list
- Add tasks, milestones and goals at any time
Illustration of project goals and milestones. The site, goals and dates are invented.
From approval to handover
The same four steps on every install.
Seed
Stamp the default UK timeline onto the project in one click.
Adjust
Add, move or remove tasks, milestones and goals for this site.
Update
Click the bars to record progress as work is done.
Hand over
Finish with the MCS certificate and customer handover milestones.
Running several installs at once?
Book a demo and see every timeline from one place.
Tasks and Timeline across the project lifecycle
Test the programme
Seed a timeline early to check the dates before approval.
See the Plan stage 2 · BuildRun the install
Tasks, milestones and progress through to handover.
See the Build stage 3 · MonitorStart monitoring
The default timeline ends with customer handover and monitoring setup.
See the Monitor stage 4 · ReportShow progress
Install progress sits on the project and travels with it.
See the Report stageQuestions about Tasks and Timeline
Can we change the default timeline?
Yes. In Settings you can rename tasks, change start and end days, flag milestones and goals, reorder rows or reset to the built-in default.
Do we have to use the default timeline?
No. You can add tasks, milestones and goals to a project yourself, with or without seeding the default first.
How is progress updated?
Click a bar on the Gantt timeline to update its progress. The project overview shows how many tasks are done.
What is the difference between a milestone and a goal?
A milestone is a key date on the timeline, such as the MCS certificate. A goal is a high-level objective for the project.
When do the dates start?
Day offsets count from the moment the timeline is seeded on the project.
Bring your install checklist to the demo
See how it would look as a default timeline in Flow.
See Tasks and Timeline working on your installs
A standard plan for every site, and progress you can see.
Contact salesRunning several installs at once? See Tasks and Timeline in a short demo.