General Information
Default Menu Location Transaction >> Task Management >> Schedule.
Or click the calendar iconScreen Name SCHEDULEN2
Function This screen shows the schedule of tasks assigned to all resources in the system with "Show on Schedule" checked in their resource attribute
Fields & Buttons
View Filter - This will switch between day view, week view, and month view depending on what is selected
Date Filter - This will allow selection of the day to show the scheduled tasks for
CID - This will change the CID that the schedule loads for
Start Time - This will change what time the schedule will start showing tasks from. Scrolling is allowed to see tasks earlier, but the schedule will default showing from the time entered here
Conflict Check - This button will highlight tasks red if they are overlapping with another task
Auto Refresh - This will refresh the schedule when any changes are made to it
Multi-Stack - This will expand the field if tasks are assigned at the same time, instead of stacking them on top of one another
Hide Complete - This will hide any tasks that have been completed
Hide Holds - This will hid any tasks that are marked as "hold"
Magnifying Glasses - These will change the zoom of the schedule
Today - This will take the schedule back to the current date, the buttons on the left and right will go to previous day and next day, respectively
Tabs - The tabs at the top will show only that category of resources' schedules
Tips and Tricks¶
You can right click on a task to pull up a list of various options to do with that task including time entry, completion, voiding, viewing, etc.
You can click and drag a task to move it from one resource to another, or from one time to another.
You can click on the edge of a task and drag to change the duration of the task.
