Now that you have added structure to your project and organized the team, you're ready to set due dates and assign work to team members. ftrack offers multiple ways to do both so it's just to choose the way you like most.
Assigning a task to a team member will make it appear on their My Tasks page, which lists all assigned tasks and provides the one-stop hub for information related to all projects the user is working on.
The spreadsheet and project scheduler
For now, we'll focus on just one project. Then the best tools for creating and reviewing the schedule are the Tasks spreadsheet in combination with the Gantt-style scheduler. If you're familiar with Gantt charts, you'll feel at home with this tool.
In the Schedule view you can click and drag out tasks on a timeline to set start and due dates. You can also create dependencies between tasks by connecting the small circles that appear when hovering over the task elements. All this while referencing the project plan which can be opened from the settings wheel > Display.
Tip: To change a task's start or due date, click and drag the left or right edge of it to a new date on the timeline.
An alternative way to set the task dates, is to manually enter the details into the spreadsheet. The Tasks spreadsheet presents project data on a detailed level which makes it easy to enter and update the information you want, including the assigned team members. Double-click where you want to edit, and voilá.
Tip: You can set up a relevant view of information and narrow down to whatever currently matters most with filtering. Favorite combinations of columns, filtering and other spreadsheet settings can be saved into a view, which can be shared with your team.
The Team planner tools
If you like the way the project scheduler lets you drag and drop tasks, you'll want to take a look at the Team board and the Team calendar tools. Both are available on the project level but works a bit differently.
The Team board is split into two columns. The column to the left lists tasks on the current project that haven't been assigned to anyone yet, while the column to the right lists all team members and some of their assigned tasks. To assign a task, simply click and drag the task card over to someone on the right hand side. When the left column is empty, all tasks have been assigned. High five!
Tip: You can use filtering in the Team planner tools to narrow down to specific types of tasks or groups of team members, for example.
As mentioned previously, the Team calendar is similar in functionality but here everything is put on a timeline view. This allows us to include tasks on other projects to give an idea of each team member's workload, which helps a lot when having several projects running at the same time with shared resources. Tasks belonging to other projects are displayed with a non-solid background color.
The upper pane displays team members and their scheduled tasks respectively, and the lower pane lists all tasks by category that have not yet been assigned to anyone. The same goes here as with the Team board, click and drag a task element from the lower pane to a team member in the upper pane to assign it.
Tip: If you haven't set up the project team yet, you will see all your users in your ftrack workspace in these views. For improved clarity, it might be useful to create and organize the project team to help find the users you are interested in.
The side panel
In cases when you just quickly want to change a detail on a specific task such as the due date or assignee, you can open it in the side panel by clicking the task name eg. in the spreadsheet. On the Info tab, you can simply click any property name and enter a new value.