Use the Tasks submodule to create recurring bookings for tasks.
To use the Tasks submodule, you must have access to
Jobs as defined in the User Access Rights submodule under
Settings.
To add a recurrent booking:
-
On the main toolbar, click
Jobs
.
-
On the side toolbar of the Jobs screen, click
Jobs List and highlight the job containing the task for which you want to create a booking.
-
On the side toolbar of the Jobs screen, click
Tasks.
-
On the Tasks screen, click the Tasks tab.
-
In the grid, highlight the task for which you want to create a booking and click
Task Settings
on the tab toolbar.
-
On the Task card, click the Basic Settings
side toolbar, and click the Recurrence Booking tab.
-
On the tab toolbar, click
Add New
.
-
In the New Recurrent Booking dialog box,
specify the required information and click
OK.
-
To duplicate a booking, click
Duplicate Selected
.
-
To rename a booking, click
Rename Selected
.
-
To delete a booking, click
Delete Selected
.
To delete all recurrent bookings, click
.