Scheduling

Overview

Soko Scheduler is a tool designed to simplify task planning and resource management by automatically scheduling tasks, optimizing resource allocation, and ensuring that deadlines are met efficiently.

Scheduling Logic

Tasks are scheduled based on priority, deadline, and available start date. Higher-priority tasks are scheduled before lower-priority ones. The Scheduler assigns tasks based on the assignee's skill type and skill level, recommending the most suitable person for each task.

Tasks can also be assigned manually to specific assignees. If not assigned manually, the Scheduler automatically selects the most suitable person based on the task's type and complexity.

Only active tasks are included in the scheduling process. Tasks marked as discarded, under review, or completed are excluded.

Getting Started

To begin using Soko Scheduler, select the desired project from the menu[1]. The main table displays folders and tasks along with their attributes, such as priority, status, and deadline[2].

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At the top of the interface, three tabs are available:

Tasks [1]

Reports [2]

Assignees Settings [3]

MULTI tab [4] allows users to choose whether to schedule multiple projects simultaneously or focus on a single project scheduling.

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Initial Data Loading

Upon opening the Scheduler for the first time, it loads data from the selected project. If adjustments have been made and you want to revert to the original project data, right-click on “Current Scenario” and select “Load from Project”. This action reloads the input scheduling data, such as priority, assignees, complexity, and deadline, from the project.

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If any scenarios have been previously scheduled, they can be reloaded for review or adjustment by simply clicking on the saved scenario.

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Filtering

For further customization, filters can be applied to focus on specific aspects of the project, allowing users to view and manage particular tasks.

The General Filter element [1] can filter tasks by name, priority, status, task type, and soft assignee. Pressing the “f” key will focus the cursor on the General Filter element.

Clicking on the Filter icon [2] opens the Advanced Filter menu on the right.

For quick column filtering [3], click on the sandwich menu in the column header.

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Task Dependencies and Time Tracking

Tasks can be linked to ensure that dependent tasks are scheduled in the correct order. The Scheduler dynamically adjusts remaining hours based on the time already spent on each task.

Calculating Schedules

After setting the input parameters, the Scheduler calculates the start and end dates for tasks, taking into account user availability, such as vacations or other commitments. Once all parameters are set, clicking the "Schedule" button initiates the calculation and displays the results.

Error Checking

The Scheduler performs checks for errors, such as missing skill types or levels and tasks with no planned hours. Any potential issues are highlighted for correction before proceeding.

Reviewing Schedules

Once the schedule is generated, task assignments, user allocation, and timelines can be reviewed. The Report tab provides insights into how tasks and hours are distributed, with options to filter information by person or task type for more detailed analysis. Tasks that extend beyond their deadlines are highlighted for further adjustment.

The Timeline view offers a visual representation of task scheduling and user assignments.

Saving and Applying Scenarios

Different scheduling scenarios can be saved for comparison or future use. Once a satisfactory schedule is achieved, project data can be updated with the selected scenario. To apply the current scheduling plan to the live project, right-click on the scenario and select "Update project with scenario data."

Task Prioritization: Soko prioritizes tasks based on importance.

Optimal Assignment: The platform determines the best-suited artist for each task.

Scenario Simulation: Users can run multiple scenarios with different variables (artists, priorities, project timelines) to find the optimal schedule.

Fast Optimization: Soko schedules thousands of tasks in minutes, minimizing time and costs.

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