Choose the right schedule
Your role needs project Schedule view access. Company users should ask their MSP about missing projects or fields; the MSP manages their permissions and sharing. Seeing a milestone does not grant access to every underlying task.
Navigate and inspect
1
Choose the period
Select Day, Week, Month, or Year. Use the previous/next arrows to move one period, or Today to return to the current calendar date. The calendar uses its configured timezone and week start.
2
Find dated work
Look in the all-day area for project spans, phases, tasks, and milestones. In Month view, an All day count can group several items; select it to inspect the day, or use Week view for spans. A long bar repeated across calendar rows is one date span, not a new booking each week.
3
Open the item
Select an item to open its associated project information. Where an item menu is available, View Details opens the same destination. Check the table below for the destination by item type.
This genuine MSP menu includes Reschedule because this item and account support it. Company readers do not receive scheduling permission from the menu shown here. For supported MSP changes, see Change scheduled dates.
Interpret dates and colors
Project, phase, and task spans include the end date. They are displayed as all-day work, even if the source carries a time. A multi-day task is a planned date span; it is not evidence that a technician is booked for every hour. Autotask service calls use timed calendar blocks instead. Colors help distinguish items and owners, but are not a complete status report. Available task owners can have matching colored dots in Staff. Colors can repeat or change as the loaded people change. Completed or skipped items can use a muted color; confirm the status in the source details. Phase color alone does not show phase completion.Why work can be missing
A project, phase, or task needs a start date to appear. A due date alone is not enough. If its end is missing or earlier than its start, the display can fall back to the start day. A milestone needs a planned or actual date. Very long planning spans are omitted: project start/end dates more than 400 days apart, or phase/task spans more than 120 days apart. Check the project’s details for long-running plan items instead of assuming they were deleted. The selected period, shared access, and filters also affect what appears. Show all-day events can restore an apparently empty project calendar. Hide items remains saved until you unhide those titles. Follow Filter the project schedule before reporting missing work. Schedule shows available synced project information, not a live guarantee of staff availability. It does not include every personal calendar appointment, meeting, or calendar block from the separate Calendar module.FAQs
Why can I see tasks inside a project but only milestones in Projects > Schedule?
Why can I see tasks inside a project but only milestones in Projects > Schedule?
Company access differs between these views. The cross-project feed supplies shared milestones; the project’s own Schedule can additionally show dates allowed by its client display settings.
Does an all-day task mean someone is booked all day?
Does an all-day task mean someone is booked all day?
No. It shows the task’s planned date span. A timed Autotask service call is a separate MSP booking item. Neither a project span nor a phase span proves staff availability.
Why is a ticket with a due date missing?
Why is a ticket with a due date missing?
Project tasks need a scheduled start date to appear. Check the visible period and filters too. A due date by itself does not create a calendar entry.
Which milestone date does Schedule use?
Which milestone date does Schedule use?
Planned date first, then actual date when planned is absent. Changing milestone status alone does not move the item to its actual completion date while a planned date remains.
Why does one project appear on several weeks?
Why does one project appear on several weeks?
Month view draws its continuous date span across the rows it covers. These are parts of one project span, not repeated meetings or duplicate projects.
Can I use Schedule to see every meeting and appointment?
Can I use Schedule to see every meeting and appointment?
No. The Projects schedule focuses on project items. Use the separate Calendar area for its permitted meetings, appointments, and calendar blocks.
Why is a long-running phase or task absent?
Why is a long-running phase or task absent?
Phase/task spans with start and end more than 120 days apart are omitted. Project spans have a 400-day limit. Read the project details for these longer planning items.
Can Company users reschedule work?
Can Company users reschedule work?
Company users read shared scheduled work. The MSP manages supported date changes with separate editing permissions. Request the change from your MSP.
Filter the schedule
Restore hidden work and understand saved view preferences.
Read the timeline
Review milestone status and dates in a list.