Add and edit activities and tasks in weekly planning

In Nialli™ Visual Planner, each activity represents a multiday scope of work that’s tracked with tags on the planning board. You can add, edit and manage both the activity details and each daily task to ensure accurate planning and smooth coordination across trades.  

Add an activity 

To add a new activity to a lane: 

1. Right-click the lane day cell, or touch and hold on a touchscreen, where you want to place the activity. 
2. In the menu, select Add activity.
3. In the Add activity to [lane name] dialog, fill in the following:
   • Activity name (required).
   • Schedule activity ID (optional) — can be pulled from your master schedule.
   • Trade (required) — select from drop-down list.
     • By default, only active trades are shown.
     • To view all trades (active and inactive), use the toggle to switch off the Active trades filter.
   • Number of days — the number of days the activity will require (1–99). Default value is 1.
   • Crew size — the number of people involved (1–99). Default value is 2.
   • Planning mode — the activity can be populated on the selected date from the start date or the end date of the activity. Default value is start date.
4. Click Save to create the activity or Cancel to discard changes. 

To add an activity to the Stage Area, select Add activity in the menu on the left and follow the instructions above.

 

Edit an activity 

To modify an existing activity: 

1. Right-click any tag, or press and hold on a touchscreen, that belongs to the activity you want to edit. 
2. Select Edit activity in the contextual menu.
3. In the dialog, you can update:
   • Activity name (required).
   • Schedule activity ID (optional). 
   • Trade (required) — select in drop-down list.
     • By default, only active trades are shown.
     • To view all trades (active and inactive), use the toggle to switch off the Active trades filter.
   • Copy activity — use this option to create a duplicate with the same details.
4. Click Save to create the activity or Cancel to discard changes. 

Add a constraint to an existing activity 

Inside the Edit activity dialog, you can add a constraint to the selected activity. Adding constraints directly in the task dialog ensures that blockers are captured in real time and the constraint is automatically associated with the activity in the log. 

1. In the constraint drop-down list, click Add constraint.
2. Fill out the following fields:
   • Constraint name (required).
   • Activity constrained (auto-filled).
   • Details (optional) — add relevant notes.
   • Person responsible (optional). 
   • Date to be resolved (optional) — select in the calendar.
3. Click Save to create the activity or Cancel to discard changes. 

Edit a constraint in the Edit activity dialog 

In addition to appearing in the constraint log, constraints appear in a list on all activity tags that are affected. To edit a constraint directly in the activity: 

1. Right-click the activity tag and select Edit activity.
2. Click the constraint drop-down list and select the constraint to open the Edit constraint dialog.
3. In the dialog, you can update:
   • Constraint name (required).
   • Activity constrained (auto-filled).
   • Details (optional) — notes or context.
   • Person responsible (optional).
   • Date to be resolved — select in the calendar.
   • Resolved toggle — when enabled, a new field appears in which to enter the Resolved date.
4. Click Save to confirm your changes or Cancel to discard them. 

Edit a daily activity task 

To update a specific day’s task tag: 

1. Double-click the tag, press and hold on a touchscreen, or right-click and select Edit tag. 
2. Edit the following fields:
   • Task name.
   • Details.
   • Crew size — defined during tag creation (1–99).
   • Actual crew size — updated during status review (1–99).
   • Tag status — tracks the progress and completion of daily tasks. When a task is completed, the owner of the activity marks the task as Done. A supervisor confirms this by marking it as Closed. When it has not been completed, Not done is selected, the tag tilts and a reason for variance is selected. The task tag status can be:
     • None
     • Not done — triggers Reason for variance drop-down list
     • Done — shows a single stroke
     • Closed — shows an X 

           3.    Click Save to confirm edits or Cancel to discard.