Taskity Academy

Practical training for fit-out, construction and interior-design teams. We start with how projects actually work — no software, no jargon — and only then show you the tool.

70 lessons · about 3.7 hours · free

Project management for fit-out

The ideas behind running a job well — scope, sequence, money and snags — in site language, with no software on screen.

  1. 01 What a project really is Before any software, the idea that turns a pile of work into something you can finish on time. 6 min
  2. 02 The fit-out lifecycle, end to end The stages a fit-out job moves through, what each one is for, and why skipping the survey is the classic disaster. 7 min
  3. 03 Who does what on a fit-out job The roles on a fit-out job, the decision each one owns, and why a single point of accountability matters more than the org chart. 7 min
  4. 04 Breaking a job down so you can actually track it Three honest ways to split a fit-out job, the test for when to stop splitting, and why a task nobody can estimate is not yet understood. 7 min
  5. 05 Scope, and how it quietly grows What scope really means, why the small free favour is the most expensive thing on a job, and how to say yes properly. 6 min
  6. 06 What a BOQ is, and why it rules everything downstream The bill of quantities as the shared spine of a fit-out job, and why a vague line in it becomes an argument four months later. 7 min
  7. 07 Budget, committed, actual — three numbers people confuse Three numbers that look similar and behave completely differently, and why watching only the actual makes you feel rich in month two. 8 min
  8. 08 Sequence, dependency and float — why one late item moves everything The difference between a task that is merely late and one that pushes the whole job, told through a joinery lead time. 8 min
  9. 09 Working in short cycles, and agreeing what done means Why a fixed short cycle beats an open-ended push, and why done has to be agreed once, not relitigated every task. 7 min
  10. 10 Inspections, snags and punch lists Inspecting as you go, what a snag actually is, and why a snag is not a task — different owner, different urgency, different closing evidence. 8 min
  11. 11 RFQ, PO, GRN and retention in plain language The four documents that money moves through on a fit-out, told as one marble supply that runs the whole chain. 8 min
  12. 12 Getting paid: valuations, progress billing and the cash-flow trap Billing for work done rather than at the end, valuations, retention held and released, and how a profitable job still runs out of cash. 9 min
  13. 13 The five risks that sink fit-out jobs The five things that go wrong on nearly every fit-out that fails, with the early warning sign and the cheap action for each. 8 min

Getting around Taskity

The handful of screens everyone uses, whatever their job: signing in, your projects, tasks, the board and notifications.

  1. 01 Signing in, your role, and your language The same product looks different to each person, and that is deliberate — not a fault. 2 min
  2. 02 Your dashboard in ninety seconds What to look at first thing in the morning, and what each number is counting. 2 min
  3. 03 Projects, and the switcher that decides what you see Almost every screen is scoped to the ACTIVE project — the single most common source of 'my data is missing'. 2 min
  4. 04 A task, and the six fields that matter Title, assignee, state, due date, priority, size — everything else is optional. 2 min
  5. 05 The board — where the work actually lives A column is a stage, a card is a real job on site, and moving one is the whole status update. 2 min
  6. 06 Talking about the work — comments, mentions, files The conversation belongs ON the task, not in a WhatsApp group nobody can search next year. 2 min
  7. 07 Finding anything — search, filters and saved views A filter you save once is a question you never have to ask again. 2 min

On site

Everything you do from your phone: daily reports, snags with photos, drawings, material requests and deliveries.

  1. 01 Checking in to a site A site is a place with an address, a map pin and a crew — attendance starts there. 1 min
  2. 02 The daily report the office will actually read Manpower, weather, what got done, what is blocking — five minutes that settle arguments months later. 2 min
  3. 03 Raising a snag with a photo A snag is a defect against a standard, not a task — and the photo is the evidence. 2 min
  4. 04 Reading a drawing, and knowing it is the current revision Building to a superseded revision is the most expensive mistake on this list. 2 min
  5. 05 Asking for materials A request with a quantity, a date and a location gets bought; a phone call gets forgotten. 2 min
  6. 06 The delivery, and signing for it What you receive is what gets paid for — count it before you sign. 2 min

Running the job

Setting a project up properly, planning the work, keeping the team moving and reporting upwards.

  1. 01 Setting up a job properly Ten minutes at the start that save a fortnight of untangling later. 3 min
  2. 02 The roadmap and the Gantt Dates with dependencies, so moving one thing shows you what else moves. 2 min
  3. 03 Sprints and the backlog A two-week promise the crew can actually keep, drawn from an ordered list of everything else. 3 min
  4. 04 Estimating together Sizing as a conversation — the disagreement is the useful part, not the number. 2 min
  5. 05 Velocity — what your team can really do Measured capacity beats optimistic promises, and it takes three sprints before it means anything. 2 min
  6. 06 Who is where, and when One carpenter cannot be on two sites on Tuesday, and the calendar is what shows you that in advance. 2 min
  7. 07 Designing the workflow The states and transitions ARE your process — write down the one you actually follow. 2 min
  8. 08 Letting the system chase people Rules and response targets, so nobody has to remember to nag. 3 min
  9. 09 Goals worth measuring Connecting the day's cards to the quarter's outcome. 4 min

Measurement and money

The BOQ, rates, cost control, variations and turning progress on site into a valuation.

  1. 01 Building the BOQ Every line is a measured quantity at an agreed rate — this document rules everything downstream. 2 min
  2. 02 The materials catalogue and your rates Price something once and reuse it, so two people never quote the same tile differently. 2 min
  3. 03 Budget, committed, actual The three numbers that tell you whether a job is making money, and why committed is the one people forget. 2 min
  4. 04 Variations and change orders Extra work that is not written down is extra work you paid for yourself. 2 min
  5. 05 Valuations and progress billing Getting paid for what is built, this month, without arguing about it. 3 min
  6. 06 How time becomes money Logged hours land in the cost report — that is the whole reason to log them. 2 min

Buying and delivery

Vendors, requests, purchase orders, deliveries and keeping suppliers honest.

  1. 01 Vendors and subcontractors One record per supplier, with the trades they do and the terms you agreed. 2 min
  2. 02 From a site request to a purchase order The handover point between the field asking and the office buying. 2 min
  3. 03 A purchase order a supplier cannot misread Specification, quantity, unit, delivery date, delivery address — ambiguity here arrives as the wrong tile. 2 min
  4. 04 Deliveries and goods received notes Partial deliveries are normal; a PO stays open until the last box lands. 2 min
  5. 05 Scorecards — who actually delivers On-time and in-full, measured rather than remembered, is what gives you leverage at renewal. 2 min
  6. 06 Procure to pay, end to end Request, quote, order, receive, invoice, pay — and where each one can stall. 4 min

Invoicing and payment

Billing setup, tax and TRN, retention, payments and credit notes across every job.

  1. 01 Setting up billing Currency, tax registration, numbering and payment terms — decided once, before the first invoice. 2 min
  2. 02 Raising an invoice with tax A compliant invoice with a TRN, and what the client's accounts team will look for. 2 min
  3. 03 Retention — the money you have not been paid yet Five or ten per cent held back per valuation, released at handover and after the defects period. 2 min
  4. 04 Payments and credit notes Recording what came in, and correcting what went out without deleting history. 2 min
  5. 05 The money picture across every job Rolling four jobs into one view, and spotting the one that is quietly bleeding. 2 min

Design and drawings

The drawings register, revisions and markup, the wiki, client approvals and handing design over to site.

  1. 01 The drawings register and revisions Every drawing has a number and a revision, and superseding one is an event the site must see. 2 min
  2. 02 The wiki — decisions that outlive the meeting Specifications, finishes schedules and the reasoning behind them, written where the next person will look. 3 min
  3. 03 Getting the client to approve a design An approval with a name and a timestamp on it, rather than 'she said yes on a call'. 3 min
  4. 04 Handing the design over to site Issued for construction means something — and it is the moment design stops changing quietly. 2 min

Running the business

People and roles, modules, portfolios, clients, security and training your own team.

  1. 01 Your team, and what each person can do Roles are permissions in a bundle; invite once, and the right screens appear. 2 min
  2. 02 Turning modules on and off Start narrow. A studio that does not do procurement should not see procurement. 2 min
  3. 03 Portfolios and programmes Grouping jobs so the question 'how are we doing' has one answer. 2 min
  4. 04 Clients and the sales pipeline An enquiry becomes a lead, a lead becomes a project — without retyping anything. 2 min
  5. 05 Security, sign-in and the audit trail Two-factor, sessions, API tokens, and a log that answers 'who changed that rate'. 2 min
  6. 06 Connecting other systems, and importing what you have Webhooks push events out; the importer brings your existing spreadsheets in. 2 min
  7. 07 The service desk and the client portal Giving clients one place to raise things, with a response time you have committed to. 2 min
  8. 08 Training your team The academy teaching itself: assign a path, watch it land, hand out the certificate. 2 min

For clients

What you can see, how to follow progress, how to ask for something and how to sign work off.

  1. 01 Your first sign-in, and what you can see A client sees progress and decisions — not costs, not the team's internal argument. 2 min
  2. 02 Following progress, and asking for something Raising a request in writing, where it cannot be lost. 1 min
  3. 03 Reviewing and signing off What your signature commits you to, and what it starts (the defects period). 2 min

Working together

Whole jobs followed end to end across several people, so you can see how the pieces meet.

  1. 01 One task, three people, start to finish The same card seen from the manager's, the engineer's and the QS's chair. 4 min
  2. 02 Four people, one purchase Procure to pay as a relay, and what each handover needs to carry. 4 min
  3. 03 A client review loop, from both sides The same review as the designer sends it and as the client receives it. 3 min

Learn it, then run it.

Every lesson here maps onto something you can do in Taskity the same afternoon.

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