The Schedule tab within a Job Bag allows you to view and amend the tasks associated to a job, in order for it to be completed.

  • A schedule is automatically created when a job is added and can be edited at any stage.
  • Open a job bag and click on Schedule at the top to view a job’s task list.
  • You can sort these tasks by any of the columns (Stage, Status, contact, etc.)
  • The tasks also follow a traffic light pattern, based on the current status
    • Not started; On hold; In progress; Completed.
  • To edit an existing task on the schedule, click Edit.
  • The 'Stage', 'Status', 'Contact' and 'Due Date' will become available to edit.
  • If you complete a task, update the Status and enter date of completion in the Working Date and click Update.
  • You can add more tasks to the schedule at the bottom of the list. Fill out the Schedule Item Description and click the Add Schedule Item to add a new task to the existing schedule.


All tasks entered onto a job will appear on the project managers home page under My Tasks. Alternatively, should you wish to use this option, you can use the dedicated My Tasks page, which would appear in the Project Management drop down menu on the left hand side of Panacea.
Please contact support@panacea-software.com if you would like us to configure your software to include this new option.


Managing tasks

  • Users with relevant access will see the My Tasks section on their Home screen, or as a dedicated page from the Project Management drop down menu.
  • To go straight to the task that you would like to update, simply click on the Task name itself.  This takes you to the list of tasks on the Schedule tab of the Job Bag.
  • To go to the Job that contains this task, click on the Job description link to open the job bag.


Using filters

  • You will see the most urgent tasks allocated to you.
  • You can filter this list to see tasks allocated to everyone in that User Group, or to a single User.
  • The All Tasks filter also allows you to view all the tasks on the job, instead of only the most urgent one.
  • Additionally, you can Save your filters to facilitate quick viewing next time you log in.
  • If a colleague is absent or unable to complete their tasks, you can view their tasks by filtering the user drop-down menu and selecting their name.
  • You can also filter the tasks by their status using the Activity drop-down menu.
  • The Time Frame drop-down menu helps you manage a lot of tasks by allowing you to apply day, week and month filters.


Additional functionality

The schedule feature is used in conjunction with Resource Scheduler. Once the appropriate configuration is enabled by Panacea Support, you can enter hours on tasks, and allocate these hours in an easy to read calendar view.