# Task Schedule

<p class="doc-lead">Task Schedule is a filterable list of project tasks across one or all projects — useful for daily planning, overdue tracking, and assignee workload review.</p>

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<p class="doc-toc-title">On this page</p>
<div class="doc-toc-links">
<a href="#/project/reports/task-schedule?id=overview">Overview</a>
<a href="#/project/reports/task-schedule?id=use-cases">Use Cases</a>
<a href="#/project/reports/task-schedule?id=filters">Filters</a>
<a href="#/project/reports/task-schedule?id=columns">Columns</a>
<a href="#/project/reports/task-schedule?id=actions">Actions</a>
<a href="#/project/reports/task-schedule?id=faq">FAQ</a>
</div>
</div>

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<h2 id="overview">Overview</h2>

Go to <b>Project → Reports → Task Schedule</b>. Report title: <b>Task Schedule</b>.

<p><b>What it shows.</b> A paginated table of tasks with planned and actual dates, assignee, progress, category, due date, and status. Defaults to tasks for the logged-in employee when opened without filters.</p>

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<h2 id="use-cases">Use Cases</h2>

<ul>
<li><b>Daily stand-up</b> — Set filter to <b>Today's tasks</b> and <b>In Charge</b> to the team lead.</li>
<li><b>Overdue follow-up</b> — Use <b>Overdue</b> filter to list tasks past planned end date.</li>
<li><b>Project-wide task list</b> — Select a project and <b>All Tasks</b> equivalent (Pending / Upcoming) to see upcoming work.</li>
</ul>

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<h2 id="filters">Filters</h2>

| **Filter** | **Description** |
|------------|-----------------|
| Date range | Optional — limits tasks by planned dates. |
| Filter | Pending (in progress or today), Today's tasks, Upcoming, Not Started, or Overdue. |
| Project | Optional — limit to one project. |
| In Charge | Optional — filter by assignee employee. |

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<h2 id="columns">Columns</h2>

| **Column** | **Description** |
|------------|-----------------|
| Task # | Task reference number. |
| Task Name | Task name. |
| Project | Parent project. |
| Planned Start | Scheduled start. |
| Planned End | Scheduled end. |
| Actual Start | Actual start date. |
| Actual End | Actual end date. |
| Assignee | Employee in charge. |
| Progress | Progress percentage. |
| Category | Project category. |
| Due | Due indicator. |
| Status | Not Started, Ongoing, or Finished. |

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<h2 id="actions">Actions</h2>

<ul>
<li><b>Generate</b> — run the report with current filters.</li>
<li><b>Export</b> — download to Excel.</li>
<li><b>Print</b> — print the report.</li>
</ul>

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<h2 id="faq">FAQ</h2>

<b>How is this different from Project Schedule?</b><br>
<b>Project Schedule</b> is a WBS view for one project with inline progress editing. <b>Task Schedule</b> is a cross-project task list with date and assignee filters.

<b>Why does the report default to my tasks?</b><br>
When opened with filter <b>Pending</b> and no In Charge selected, the system pre-fills your employee if you are linked to an employee record.

<b>What does the Overdue filter show?</b><br>
Tasks whose planned end date is before today and status is not Finished — useful for follow-up lists.

<b>Can I see tasks across all projects?</b><br>
Yes. Leave Project blank and adjust the Filter and date range to list tasks company-wide.

<b>Why am I not in the In Charge dropdown?</b><br>
Your user account must be linked to an employee record. Tasks show the employee set as In Charge on each task.

<b>Does Today's tasks include completed work?</b><br>
It focuses on tasks active or due today based on planned dates and status — not historical completed tasks unless they match today's criteria.

<b>Can I update progress from this report?</b><br>
No. Task Schedule is read-only for progress. Use <a href="#/project/reports/project-schedule">Project Schedule</a> for inline progress updates on one project.

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<h2 id="related">Related</h2>

<ul>
<li><a href="#/project/project-task">Project Task</a></li>
<li><a href="#/project/reports/project-schedule">Project Schedule</a></li>
</ul>