Timeline Calendar - Procedures
Use the Timeline Calendar submodule in the Schedule Overview module under Scheduling to view the timeline calendar of a selected resource.
To use the Timeline Calendar submodule, you must have access to Scheduling as defined in the User Access Rights submodule under Settings.
- Related Topics:
- View Resources' Tasks by Day, Work Week, Week, or Month (from the Timeline Calendar Submodule)
Use the Timeline Calendar submodule to view the tasks allocated to one or more resources. - Display a Task Card (From the Timeline Calendar Submodule)
Use the Timeline Calendar submodule to display task cards. - View Tasks Using Client or Task Colors
Use the Timeline Calendar submodule to view task bookings using either client-assigned colors, or the standard task colors. - Add a Task (from the Timeline Calendar Submodule)
Use the Timeline Calendar submodule to create a task for a resource. - Add an Existing Task (from the Timeline Calendar Submodule)
Use the Timeline Calendar submodule to add an existing task to resource. - Approve a Booking
Use the Timeline Calendar submodule to approve a booking. Depending on your permissions, you can approve bookings that are either Status 10 (Under Preparation) or Status 20 (For Approval). - Move an Existing Task to Another Time Slot or Date (from the Timeline Calendar Submodule)
Use the Timeline Calendar submodule to move an existing task to another time slot or date. - Mark a Task as Done
Use the Timeline Calendar submodule to mark a task as complete. Completed tasks are hidden from the grid view. - Delete a Task Booking (from the Timeline Calendar Submodule)
Use the Timeline Calendar submodule to delete a task booking. - Set Up a Recurrent Booking for a Task (from the Timeline Calendar Submodule)
Use the Timeline Calendar Submodule to schedule recurrent bookings for tasks. Specify booking information only once and the system will automatically create and schedule the bookings for you. For example, you can schedule a booking for a resource that occurs every Monday, from 9 to 11 AM, and runs for a period of 6 months.
Parent Topic: Timeline Calendar