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. 01What a project really isBefore any software, the idea that turns a pile of work into something you can finish on time.6 min
  2. 02The fit-out lifecycle, end to endThe stages a fit-out job moves through, what each one is for, and why skipping the survey is the classic disaster.7 min
  3. 03Who does what on a fit-out jobThe 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. 04Breaking a job down so you can actually track itThree 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. 05Scope, and how it quietly growsWhat 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. 06What a BOQ is, and why it rules everything downstreamThe 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. 07Budget, committed, actual — three numbers people confuseThree numbers that look similar and behave completely differently, and why watching only the actual makes you feel rich in month two.8 min
  8. 08Sequence, dependency and float — why one late item moves everythingThe difference between a task that is merely late and one that pushes the whole job, told through a joinery lead time.8 min
  9. 09Working in short cycles, and agreeing what done meansWhy a fixed short cycle beats an open-ended push, and why done has to be agreed once, not relitigated every task.7 min
  10. 10Inspections, snags and punch listsInspecting 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. 11RFQ, PO, GRN and retention in plain languageThe four documents that money moves through on a fit-out, told as one marble supply that runs the whole chain.8 min
  12. 12Getting paid: valuations, progress billing and the cash-flow trapBilling 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. 13The five risks that sink fit-out jobsThe 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. 01Signing in, your role, and your languageThe same product looks different to each person, and that is deliberate — not a fault.2 min
  2. 02Your dashboard in ninety secondsWhat to look at first thing in the morning, and what each number is counting.2 min
  3. 03Projects, and the switcher that decides what you seeAlmost every screen is scoped to the ACTIVE project — the single most common source of 'my data is missing'.2 min
  4. 04A task, and the six fields that matterTitle, assignee, state, due date, priority, size — everything else is optional.2 min
  5. 05The board — where the work actually livesA column is a stage, a card is a real job on site, and moving one is the whole status update.2 min
  6. 06Talking about the work — comments, mentions, filesThe conversation belongs ON the task, not in a WhatsApp group nobody can search next year.2 min
  7. 07Finding anything — search, filters and saved viewsA 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. 01Checking in to a siteA site is a place with an address, a map pin and a crew — attendance starts there.1 min
  2. 02The daily report the office will actually readManpower, weather, what got done, what is blocking — five minutes that settle arguments months later.2 min
  3. 03Raising a snag with a photoA snag is a defect against a standard, not a task — and the photo is the evidence.2 min
  4. 04Reading a drawing, and knowing it is the current revisionBuilding to a superseded revision is the most expensive mistake on this list.2 min
  5. 05Asking for materialsA request with a quantity, a date and a location gets bought; a phone call gets forgotten.2 min
  6. 06The delivery, and signing for itWhat 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. 01Setting up a job properlyTen minutes at the start that save a fortnight of untangling later.3 min
  2. 02The roadmap and the GanttDates with dependencies, so moving one thing shows you what else moves.2 min
  3. 03Sprints and the backlogA two-week promise the crew can actually keep, drawn from an ordered list of everything else.3 min
  4. 04Estimating togetherSizing as a conversation — the disagreement is the useful part, not the number.2 min
  5. 05Velocity — what your team can really doMeasured capacity beats optimistic promises, and it takes three sprints before it means anything.2 min
  6. 06Who is where, and whenOne carpenter cannot be on two sites on Tuesday, and the calendar is what shows you that in advance.2 min
  7. 07Designing the workflowThe states and transitions ARE your process — write down the one you actually follow.2 min
  8. 08Letting the system chase peopleRules and response targets, so nobody has to remember to nag.3 min
  9. 09Goals worth measuringConnecting 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. 01Building the BOQEvery line is a measured quantity at an agreed rate — this document rules everything downstream.2 min
  2. 02The materials catalogue and your ratesPrice something once and reuse it, so two people never quote the same tile differently.2 min
  3. 03Budget, committed, actualThe three numbers that tell you whether a job is making money, and why committed is the one people forget.2 min
  4. 04Variations and change ordersExtra work that is not written down is extra work you paid for yourself.2 min
  5. 05Valuations and progress billingGetting paid for what is built, this month, without arguing about it.3 min
  6. 06How time becomes moneyLogged 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. 01Vendors and subcontractorsOne record per supplier, with the trades they do and the terms you agreed.2 min
  2. 02From a site request to a purchase orderThe handover point between the field asking and the office buying.2 min
  3. 03A purchase order a supplier cannot misreadSpecification, quantity, unit, delivery date, delivery address — ambiguity here arrives as the wrong tile.2 min
  4. 04Deliveries and goods received notesPartial deliveries are normal; a PO stays open until the last box lands.2 min
  5. 05Scorecards — who actually deliversOn-time and in-full, measured rather than remembered, is what gives you leverage at renewal.2 min
  6. 06Procure to pay, end to endRequest, 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. 01Setting up billingCurrency, tax registration, numbering and payment terms — decided once, before the first invoice.2 min
  2. 02Raising an invoice with taxA compliant invoice with a TRN, and what the client's accounts team will look for.2 min
  3. 03Retention — the money you have not been paid yetFive or ten per cent held back per valuation, released at handover and after the defects period.2 min
  4. 04Payments and credit notesRecording what came in, and correcting what went out without deleting history.2 min
  5. 05The money picture across every jobRolling 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. 01The drawings register and revisionsEvery drawing has a number and a revision, and superseding one is an event the site must see.2 min
  2. 02The wiki — decisions that outlive the meetingSpecifications, finishes schedules and the reasoning behind them, written where the next person will look.3 min
  3. 03Getting the client to approve a designAn approval with a name and a timestamp on it, rather than 'she said yes on a call'.3 min
  4. 04Handing the design over to siteIssued 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. 01Your team, and what each person can doRoles are permissions in a bundle; invite once, and the right screens appear.2 min
  2. 02Turning modules on and offStart narrow. A studio that does not do procurement should not see procurement.2 min
  3. 03Portfolios and programmesGrouping jobs so the question 'how are we doing' has one answer.2 min
  4. 04Clients and the sales pipelineAn enquiry becomes a lead, a lead becomes a project — without retyping anything.2 min
  5. 05Security, sign-in and the audit trailTwo-factor, sessions, API tokens, and a log that answers 'who changed that rate'.2 min
  6. 06Connecting other systems, and importing what you haveWebhooks push events out; the importer brings your existing spreadsheets in.2 min
  7. 07The service desk and the client portalGiving clients one place to raise things, with a response time you have committed to.2 min
  8. 08Training your teamThe 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. 01Your first sign-in, and what you can seeA client sees progress and decisions — not costs, not the team's internal argument.2 min
  2. 02Following progress, and asking for somethingRaising a request in writing, where it cannot be lost.1 min
  3. 03Reviewing and signing offWhat 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. 01One task, three people, start to finishThe same card seen from the manager's, the engineer's and the QS's chair.4 min
  2. 02Four people, one purchaseProcure to pay as a relay, and what each handover needs to carry.4 min
  3. 03A client review loop, from both sidesThe 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.

Start free →
fitdatum.com