View Resources' Tasks by Day, Work Week, or Week

Use the Calendar submodule to view the tasks allocated to one or more resources.

To use Calendar, you must have access to Scheduling as defined in User Access Rights under Settings.

To view tasks by day, work week, or week:

  1. On the main toolbar, click Scheduling .
  2. In the left pane of the Scheduling page, click Schedule Overview > Calendar.
  3. To change the current task view, on the toolbar:
    • Click Day View to display the resource's tasks for the current day.
    • Click Working Week View to display the resource's tasks for the current work week.
    • Click Week View to display the resource's tasks for the current week.
  4. To jump to a specific period in a view, on the toolbar:
    • Click View Previous Calendar Page to display the previous day/week's tasks, or View Next Calendar Page to display the following day/week's tasks.
    • Click Go to Current Date to display the current date's tasks.
  5. Click View Mini Calendar to display a weekly view of the current month. Use the arrows to display the previous or the next month, or click a date to display the tasks for the selected date.