Task Matrix - Procedures
Use the Task Matrix submodule in the Schedule Overview module under Scheduling to view the task matrix of a selected resource.
To use the Task Matrix submodule, you must have access to Scheduling as defined in the User Access Rights submodule under Settings.
- Related Topics:
- Create a New Task (from the Task Matrix Submodule)
Use the Task Matrix submodule to create a task for a resource. - Search for a Booking Record (from the Task Matrix Submodule)
Use the Task Matrix submodule to search for a booking record. - Select a Display Option
Use the Task Matrix submodule to display resource information in standard, available capacity, revenue, or percentage formats. - Add an Existing Task to a Resource (from the Task Matrix Submodule)
Use the Task Matrix submodule to add an existing task to a resource. - Display a Task Card (on the Task Matrix Screen)
Use the Task Matrix submodule to display a task card on the Task Matrix screen. - Remove a Resource from a Task
Use the Task Matrix submodule to remove a resource from a task. - Submit/Approve a Booking
Depending on your permissions, you can use the Task Matrix submodule to approve bookings. - Set a the Status of a Task to Completed (from the Task Matrix Submodule)
Use the Task Matrix submodule to set the status of a task to completed. - Open a Resource Card (from the Task Matrix Submodule)
Use the Task Matrix submodule to open an employee card. - Open a Task Card (from the Task Matrix Submodule)
Use the Task Matrix submodule to open a task card. - Open a Job Card (from the Task Matrix Submodule)
Use the Task Matrix submodule to open a job card. - Open a Client Card (from the Task Matrix Submodule)
Use the Task Matrix submodule to open a client card.
Parent Topic: Task Matrix