First week checklist

Work through these in order. Each step unblocks the next, and skipping one is the usual cause of “why can’t I schedule anything”.

1. Add your builders. Set each person’s weekly hours. Without a builder, there is nobody to schedule work to. See Adding builders.

2. Set builder qualifications. A builder can only be assigned to tasks whose job they are qualified for. This is the single most common cause of “the dropdown is empty” later on. See Qualifications.

3. Add your products. Each product needs a lead time (how long from order to ready) and a shipping time (how long in transit). Together they decide when work must be finished. See Products and lead times.

4. Build a task template per product. The template is what turns a line item into actual tasks. A product with no template produces an order with no work on it.

5. Connect your store. Orders then import automatically instead of being keyed in. See Integrations.

6. Enter availability for the next two weeks, so the calendar has hours to schedule into. See Availability.

Sanity check

When all six are done, create one test order. If tasks appear, can be assigned to a builder, and land on the calendar, your setup is complete end to end.