Add a Task (from the Calendar Submodule)

Use the Calendar submodule to create a task for a resource.

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

To add a task:

1. On the main toolbar, click Scheduling .
2. On the side toolbar of the Scheduling screen, click Schedule Overview > Calendar.
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 the time slot to which you want to add a task, right-click, and select Add Task.
5. In the Add New Task dialog box, provide the values for the required fields and click OK & Book Resources.