How to Replan a Taskline on a Job if Delivery Date Changes : Sync

How to Replan a Taskline on a Job if Delivery Date Changes Print

Modified on: Tue, 13 May, 2025 at 9:17 AM

The article outlines the steps to Replan a Taskline if the Delivery Date changes

FOLLOW STEPS BELOW:

1. Open the "Product Costings Window"

2. Open your desired Job (Use filters If needed)

3. Click the "Reset Workflow Steps" button under "Steps"

4. If the process is Global then tick the "Global" box

5. Tick the "Backwards Planning" box

6. Select a Date for Backwards Planning the Delivery

7. Select the process from the drop down list

8. Select a Task Team from the drop down list (if required)

9. Select a User Role to Assign the Task

10. Click "OK"

NB. For a quick tutorial watch below

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How to Replan a Taskline on a Job if Delivery Date Changes Print