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Introduction
The scheduling mode determines whether a task is scheduled manually or automatically, which gives you the option of deciding how much control you want over task scheduling in a Box. By default, tasks are automatically scheduled (the scheduling mode is set to 'Auto basic' for all newly added tasks when you create a new Box), but you can change this.
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The App admins can set the default scheduling mode for new tasks that will be added to the selected Box Type in the Administration.
The Box admins can set the default scheduling mode for new tasks that will be added to the selected Box Type (can change the default scheduling mode for new tasks that will be added to the Box) in the Box configuration.
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Set the task scheduling mode
There are multiple ways of changing the scheduling mode in BigPicture PPM on monday.com.
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You can change the scheduling mode for all the tasks in the box at once. Go to Data > Scheduling mode in the main menu on the Gantt module:
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Default scheduling mode per box
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You can configure the default scheduling mode for each task type, including boards, groups, items, and basic tasks. This way, new task types you add to a box in the future will get the default scheduling mode.
The default scheduling mode for boards and groups is auto bottom-up.
The default
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scheduling mode for other tasks is
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auto basic.
You can change the settings per box or box type.
Setting the default scheduling mode does NOT affect the existing task types. This feature ensures that future task types added to a box automatically get the default scheduling mode.
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Edit the default scheduling mode
To edit the default scheduling mode for monday boards, groups, or items:
Go to Box configuration > Tasks > Scheduling.
Expand the Advanced configuration tab.
Click Edit next to the task type.
Select the scheduling mode.
Click Edit to save.
The video presents how to edit the default scheduling mode for monday items.
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Add the default scheduling mode for basic tasks
To add the default scheduling mode for basic tasks:
Click Add task type.
Select Basic tasks.
Select the scheduling mode.
Click Add to save.
The video presents how to set the default scheduling mode for basic tasks:
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Delete the default scheduling mode for task types
To remove a task type and its default scheduling mode:
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monday boards, groups, and items are added automatically and cannot be deleted. |
Find a task type.
Click Delete next to the task type.
Click Delete to confirm.
Available scheduling modes
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