Search for a Record (From the Tasks Awaiting Closure Submodule)

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

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

To add a task (from the Calendar Submodule):

1. On the main toolbar, click Scheduling .
2. In the left pane of the Scheduling page, click Schedule Overview > Calendar.
3. On the toolbar, click Filter to select one or more resources for whom you want to create a task.
4. In the Filter dialog box, select the filters that you want to use and click Apply.
   WorkBook displays the results in the grid.
5. In the grid, highlight the time slot to which you want to add a task, right-click, and select Add Task.
6. In the Add New Task dialog box, provide the values for the required fields and click OK & Book Resources.