Create a Task (from the Weekly Schedule Subgrid)

Use the Weekly Schedule submodule to create a task.

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

To create a task:

1. On the main toolbar, click Scheduling .
2. On the side toolbar of the Scheduling screen, 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 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.