Scheduler

Scheduler

Learn to navigate your Scheduler and schedule your tasks

  • From navigation menu go to: Task > Scheduler

  • The oblongs under the days of the week highlight due dates:
    – Green oblongs indicate the number of tasks you have due on that day
    – Blue oblongs indicate the number of deliverables you have due on that day

  • Click on an oblong to see a list of the task(s)/deliverable(s) due on that day as well as the people responsible for them

  • To schedule in a task:
    – Click on the Task app icon at the top right corner beside your avatar in order to open a column to view and search your current task list
    – Click on the desired task from your task list then drag and drop it into the date/time slot you plan to work on it

  • To schedule in a new task that hasn’t yet been created:
    – Click on the desired date/time slot
    – In the popup, Enter task name then optionally assign it to a project and confirm the time frame you wish to schedule the task for
    – Click Save to confirm the scheduling

  • Increase/Decrease the amount of time scheduled for a task by vertically extending or reducing its slot card to

  • Modify the time slot scheduled for a task by dragging and dropping the task’s time slot to a new desired slot



    • Related Articles

    • Use for Time Input

      Report time directly from your Scheduler. From navigation menu go to: Task > Scheduler To confirm having worked on a scheduled task and report that time on your timesheet: Go to the task’s scheduled time slot in your scheduler (needs to be a past ...
    • Manage

      Learn to navigate your Scheduler and schedule your tasks From navigation menu go to: Task > Scheduler The oblongs under the days of the week highlight due dates: – Green oblongs indicate the number of tasks you have due on that day – Blue oblongs ...
    • Manage Timesheets

      Create entries and record/modify time for tasks in your timesheets From navigation menu go to: Timesheet > My timesheets Click on the desired week’s timesheet to open it Under Suggested time from calendar at the top of your timesheet, tasks that were ...