Use the Calendar submodule to create a task for a resource.
To use the Calendar submodule, you must have access to
Scheduling as defined in the User Access Rights submodule under
Settings.
To add a task (from the Calendar Submodule):
-
On the main toolbar, click
Scheduling
.
-
On the side toolbar of the Scheduling screen, click
.
-
On the toolbar, click
Filter to select one or more resources for whom you want to create a task.
-
In the Filter dialog box, select the filters that you want to use and click
Apply.
Workbook displays the results in the grid.
-
In the grid, highlight the time slot to which you want to add a task, right-click, and select
Add Task.
-
In the Add New Task dialog box,
provide the values for the required fields and click
OK & Book Resources.