Create a Task (from the Weekly Schedule Subgrid)

Use the Weekly Schedule submodule to create a task.

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

To create a task:

1. On the main toolbar, click Scheduling .
2. In the left pane of the Scheduling page, click Schedule Overview > Weekly Schedule.
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 they are selected or cleared, the filters are applied automatically.
4. In the grid, select a resource, and click Show Booking Details .
   WorkBook displays the booking details subgrid.
5. On the subgrid toolbar, click Create New Task .
6. In the Add New Task dialog box, specify the required information and click OK.