Auto-scheduling tab

Auto-scheduling tab

The Auto-Scheduling tab in each Gantt chart configuration allows chart managers to control how automatic scheduling is applied within the chart.

Chart managers can enable Auto-Scheduling to automatically adjust task dates based on dependencies.

Exclusion Rules

If an administrator has previously configured default exclusion rules, these rules automatically appear in any newly created Gantt chart.

Chart managers can manage these rules directly within the chart configuration. They can delete or edit the pre-populated default exclusion rules as needed.

Additionally, chart managers can create new exclusion rules based on various supported fields, such as the Status field, for example, to define which tasks should be excluded from auto-scheduling.

Multiple conditions can be combined using logical operators OR or AND, allowing for flexible and precise control over task scheduling behavior.

Screenshot 2025-11-12 at 16.38.52.png

 

Screenshot 2025-11-12 at 16.38.52.png

 

Example:
As a chart manager, you can define default exclusion rules for auto-scheduling to skip:

  • Tasks with status Done

  • Tasks with 100% progress

Steps:

  1. Check the box next to Exclusion Rules.

  2. Click Add.

  3. Select Status, choose operator =, and set value Done.

  4. Click Next, then Add OR Condition.

  5. Select Progress, choose operator =, and set value 100.

  6. Click Next, then OK, and finally Save.

Screen Recording 2025-11-12 at 16.39.00.mov

 

Screen Recording 2025-11-12 at 16.39.00.mov