Add a Task (from the Timeline Calendar Submodule)

Use the Timeline Calendar submodule to create a task for a resource.

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

To create a task for a resource:

1. On the main toolbar, click Scheduling .
2. On the side toolbar of the Scheduling screen, click Schedule Overview > Timeline Calendar.
3. Apply filters to resource data.
   1. On the grid toolbar, click Filter .
   2. In the Filter dialog box, select the filters that you want to use and click Apply.
      When selected or cleared, the filters are applied automatically.
4. In the grid, right-click the time slot to which you want to add a task and select Add Task.
5. In the Add New Task dialog box, provide the values for the required fields and click OK & Book Resources.