You can use the Resource Planner to add new Job, Client, or Internal Task from various views.
- on the Job Task view - you will be able to add Job tasks.
- on the Resource Planner view - you will be able to add Client and Internal Tasks. You can also add Job Tasks from the Resource Planner view.
Resource Planner tasks are prioritised by date but you can drag (move) tasks up and down within the user's list to reprioritise them.
Once a task/booking has been added, you can select if you want to synchronise it allowing the Timesheet user to be able to use the Auto fill functionality to log time. They will also be able to capture time in Timesheets or on the relevant Job.
Below are steps to show you how to:
Step-by-step guide
With the Resource Planner open, select the view you wish to work with.
Job Task view
Add a Job Task
From the Job List section, select the Job you want to add a task to.

If you have tasks under this Job, they will be displayed under the Task/Gantt view.
- To add a new task to this job, click the Add button and select the Task Type.

- Select the user(s) this task should be Assigned To.
Select the Start and Due date of the task.
Enter the number of hours to be allocated in order to complete this task.
- Ensure that Task is selected under the Booking/Task column.
Enter any additional details about the Task by clicking the expand icon inline with the relevant task and enter your Notes.
- Add all tasks and bookings for this Job, and Save the changes.

The assigned user can see the task on their task list and you will also be able to view the assigned task on the Employee/Task section of the Resource Planner.

Resource Planner view
Add an Internal Task
Click the Add New Task button on the Resource Planner view.

On the Add New Task dialog, ensure that the Internal tab is selected and click the Task Type drop down to select a task.

Select the Start and Due date of the task.
Enter the number of hours required to complete the task.
Select the User(s) to be assigned to the task.
Click the Save and Close button.

The assigned tasks will be added directly to the Resource Planner.

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