Getting an order's work scheduled

Creating an order does not schedule it. Two separate things have to happen.

1. Tasks are generated

Each line item generates tasks from its product’s task template. No template, no tasks — this is the usual reason a brand-new order looks empty.

2. Tasks are scheduled

A task counts as scheduled once it has both a build date and a builder. Until then it sits in Capacity Planner under Unscheduled Tasks with a blank Scheduled column.

Scheduled is not the same as having a deadline

Every task inherits a deadline from its order’s ship date. That says when the work must be finished. It does not mean anyone has planned to do it. An unscheduled task with a near deadline is the most urgent thing in your shop, not a contradiction.

Scheduling work, step by step

1. Open Capacity Planner and go to the Tasks tab.

   

2. Filter to Unscheduled Tasks. This narrows the list to work that has no build date — the backlog you are trying to clear.

   

3. Check the Scheduled column is blank. Every row now shows an empty Scheduled cell, which is what “unscheduled” means. If a date appears here, the filter is not applied.

   

4. Assign a builder from the Assigned To column. Only builders qualified for that task’s job are offered, so an empty list means a missing qualification rather than a missing person.

   

5. Set the date. Assigning a builder clears any existing build date so the schedule can be recalculated for the new person — set the date after assigning, not before.

Scheduling more than a handful

For anything beyond a few tasks, All Calendars is faster: drag work straight onto a builder’s availability rather than setting each row by hand. See Scheduling work.

When a task will not schedule

Symptom	Cause
No tasks on the order	The product has no task template.
Assigned To list is empty	No builder is qualified for that task’s job.
Builder has no room	No availability entered for that week.
Task will not sit on the calendar	Its duration exceeds the availability block.