# Daily Schedule
Daily Schedule is a working view of tasks planned for a chosen day, grouped by project — update progress or quantity inline, add tasks, and export or print the plan.
Overview
Go to Project → Daily Schedule.
The screen opens with today's date and lists tasks scheduled for that day, grouped under each project. Use it for morning planning, site coordination, and end-of-day progress updates.
> Screenshot pending — `project/images/daily-schedule.webp`
Filters
| **Filter** | **Description** |
|------------|-----------------|
| Schedule date | Day to view. Defaults to today. |
| Project | Optional — limit results to one project. |
Click Apply after changing filters.
Columns
Each project group shows a header (project name, project number, employee in charge) and a task table:
| **Column** | **Description** |
|------------|-----------------|
| # | Row number. |
| Task No | Task reference (click to open task). |
| Task | Task name (click to open task). |
| Category | Project category. |
| Team Members | Employees assigned to the task besides the employee in charge. |
| Target Qty | Planned quantity (when quantity tracking is enabled). |
| Completed Qty | Quantity completed — editable when quantity mode is on and you have progress update access. |
| Progress | Completion percentage — editable when progress mode is on and you have progress update access. |
| Status | Not Started, In Progress, or Completed. |
| Remarks | Task description or notes. |
Progress tracking mode is set under Project Settings. In quantity mode you edit Completed Qty; in progress mode you edit Progress (%).
Status updates automatically when you save: a task becomes In Progress once progress is above 0 and Completed when progress reaches 100% (in quantity mode, when Completed Qty reaches Target Qty). Lowering progress below 100% on a completed task reopens it to In Progress.
Actions
| **Action** | **Description** |
|------------|-----------------|
| **Apply** | Reload tasks for the selected date and project. |
| New Task | Create a task with planned start and end pre-filled to the schedule date. |
| Add task to [project] | Same as New Task, with the project pre-selected for that group. |
| Save Changes | Appears when you edit progress or quantity — saves all pending row updates in one step. |
| Export | Download the schedule to Excel. |
| Print | Print the schedule. |
Field Sale App
Field staff can run Daily Schedule from the mobile app without opening the web ERP.
- Home → Daily Schedule — same day's tasks grouped by project; update progress or completed quantity inline and tap Save Changes for bulk save.
- New Task — create tasks with planned dates defaulting to the schedule date (requires Project Task — create on the mobile role).
- Progress vs quantity columns follow the same Project Settings as this web screen.
- Excel export and print are web-only — use this screen or Work Schedule for those actions.
Full mobile workflow: Field Sale App — Daily Schedule.
FAQ
How is this different from Work Schedule?
Work Schedule is a read-only report under Project → Reports. Daily Schedule is an operational screen where you can update progress or quantity and create tasks.
How is this different from Task Schedule?
Task Schedule is a paginated filterable list across date ranges. Daily Schedule focuses on one calendar day, grouped by project, for field updates.
Why is the schedule empty?
No tasks have planned dates covering the selected day, or the project filter excludes them. Try another date or clear the project filter.
Who can edit progress on this screen?
Users with permission to update task progress. Others see progress and quantity as read-only values.
What date is used when I add a new task?
The task's planned start and planned end default to the schedule date shown in the header.