Dispatching Gantt Tasks to the Field Schedule: Turning Plans into Action

📤 Dispatching Gantt Tasks to the Field Schedule: Turning Plans into Action
 

📘 Article Purpose

This article explains how to convert Gantt tasks into live shifts on the Field Schedule using the Dispatch feature.

🎯 What Is Gantt Task Dispatch?

Dispatching allows you to take a planned task from the Gantt Schedule and generate a shift in the Field Schedule—bringing your long-term plan into real-world execution.

🔁 This avoids re-entering task details manually and ensures alignment between planning and labor.

➡️ How to Dispatch a Gantt Task

1. Open the Gantt Schedule
2. Locate the task you want to dispatch
3. Double-click the task bar or click the edit pencil
4. In the top-right corner of the Task Slider, click Dispatch
5. This opens the Field Schedule Shift Slider, pre-filled with:
   • Title
   • Project
   • Assigned users (if selected)
   • Expected user groups (if defined)
   • Start date & duration
6. Review/edit any shift fields as needed
7. Click Submit to publish the shift (or Save as Draft)

🛠️ What Fields Get Carried Over?

🧠 When to Use Dispatch

• You’ve finished project planning and need to schedule field crews
• You want to maintain a clean separation between planning and execution
• You’re assigning long-term planned work as the scheduled date approaches

🔁 Can I Dispatch the Same Task More Than Once?

The system does not prevent repeat dispatches, but:

• You may unintentionally create duplicate shifts
• Best practice is to track dispatched tasks manually using labels or notes

📊 Use Case Example

Scenario:

You planned a “Framing” task from July 1–3 in the Gantt chart and assigned 3 users.

Action:

On June 30, you dispatch the task →

A shift is created in the Field Schedule for July 1–3 with those users.