PlannerBuildName an outcome people can review
Choose activity names that describe the package or result. “Complete first-fix plumbing to upstairs rooms” is more useful than “plumbing”. Keep the scope in notes and identify the relevant information through your existing document-control process.
Use one task for a coherent package with a meaningful status. Split it when different areas, trades or inspections need separate review. Avoid hundreds of tiny entries unless they genuinely improve coordination; the best level of detail is the one the team can maintain.
Separate status from progress
A percentage does not explain whether work is ready, underway or blocked. Record the status and progress consistently. If work stops because a detail is unresolved, record the blocking reason even if the task is partly complete.
Actual start and finish dates provide useful context when reviewing planned dates. A task that has reached its planned finish is not necessarily finished. Update the record from the site review rather than allowing the calendar to imply completion.
Record relationships between tasks
Dependencies show that one activity relies on another. Use them for real prerequisites: an inspected stage before close-up, confirmed dimensions before ordering, or completion of preparatory work before installation. Add a note when the relationship needs explanation.
Review the affected tasks when something changes. Do not assume that entering a dependency automatically updates dates, sends a reminder or checks site readiness. The relationship is information for your planning discussion, not an enforced workflow.
Make the task review actionable
Filter your discussion to blocked work, the next planned activities and outstanding decisions. Each unresolved item needs an agreed follow-up outside or within your usual team process. Record enough context that the next review can understand what changed.
The overview and Gantt support different questions: the overview explains task details; the Gantt shows timing and sequence. Use both, keep a dated backup, and retain formal records in the systems appropriate to your contract and business. Demo access lets you test this structure before selecting a plan with full PlannerBuild access.
Questions about construction task management
Can I include decisions and inspections?
Yes. The workspace includes activity types and related decision, inspection and delivery fields. They can sit beside ordinary site work in the project review.
Does a completed task certify the work?
No. Status is a planning record. Technical acceptance, statutory checks and contractual sign-off must follow the appropriate project processes.
Continue planning
Use the construction project planning checklist to prepare your first review.
Plan Your Next Job ↗