In this guide, we will cover the core concepts of automated task scheduling. If you are familiar with Microsoft Project, the concepts are very similar.
Auto scheduling can be enabled within Settings > Scheduling:
Manual scheduling means that when you move a task, that's the date where it stays, and task dependencies are not enforced. Task constraints aren't used at all in manual mode.
What is Auto Scheduling?
In a project management environment, auto scheduling describes the capability of the software to automatically move a task to accommodate its predecessors and constraints.
For example, if you move a task to a later date, and a successor is configured to start after it finishes, the successor will move to accommodate it.
Predecessors/dependencies
A predecessor or dependency is a task that occurs before the current task. It is linked with a dependency type. Available dependency types are:
Finish to Start (the task can start when the dependency finishes) - this is the most common type
Start to Start (the task can start when the dependency starts)
Start to Finish (the task can finish when the dependency starts)
Finish to Finish (the task can finish when the dependency finishes)
See the Dependencies guide for more information on creating a dependency.
A constraint is a boundary on the start or end times of a task. For example:
As Soon As Possible - this is the default.
As Late As Possible - the task will occur immediately before any successors
Start No Earlier Than - start on or after the date
Start No Later Than - start on or before the date
Finish No Earlier Than - must finish on or after this date
Finish No Later Than - must finish on or before this date
Must Start On - a fixed date when the task has to start
Must Finish On - a fixed date when the task has to end.
To configure a constraint on a task, right-click on it and select Schedule > Constraint type:
A solid black vertical line at the start or end of a task indicates the presence of a "Must Start On/Must Finish On" constraint:
"Must Start On" constraint with a solid line No visual indicator is shown for "As soon as possible"/"As late as possible".
A dotted line is shown for the remaining constraint types:
A "Start No Earlier Than" constraint Task Manual Scheduling
Changing Task Scheduling to Manual
When Auto Scheduling is enabled, all tasks are re-scheduled as necessary to the relevant dates so as to avoid conflicts.
This icon indicates that the task is taking part in scheduling: 
You can click it to toggle to manual scheduling: 
This indicates that the task will no longer take part in manual scheduling.
If you wish, this column can be removed entirely under Settings > Data Grid.
