Adding new Tasks on the Resource Planner

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
1. From the Job List section, select the Job you want to add a task to.
  
  If you are unable to see Jobs under the Job list section, click the Search field drop down and select All Jobs or apply another filter.
  
  If you have tasks under this Job, they will be displayed under the Task/Gantt view.
2. To add a new task to this job, click the Add button and select the Task Type.
3. Select the user(s) this task should be Assigned To.
4. Select the Start and Due date of the task.
  
  The Start Time is determined by what is selected in the Booking/Task column. If Booking is selected, then you will be able to select the Start Time.
5. Enter the number of hours to be allocated in order to complete this task.
  
  If you have multiple users assigned to this task, Chase will divide the allocated hours between the users over the duration of the task. For example, if 12 hours is allocated to 2 users over 3 days, each user will spend 2 hours per day for 3 days.
6. Ensure that Task is selected under the Booking/Task column.
7. Enter any additional details about the Task by clicking the expand icon inline with the relevant task and enter your Notes.
  
  These notes will pull through on the Add new line dialog when a user captures their timesheets.
8. 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 a Client Task
1. Click the Add New Task button on the Resource Planner view.
2. The Add New Task dialog appears, click the Client tab.
3. Select the Client and Job that you want to add a task for.
  
  You can also select the Product and Campaign to filter down the list of Jobs.
4. Select the Task Type to be assigned.
5. Select the Start and Due date of the task.
6. Enter the number of hours required to complete the task.
7. Select the user(s) this task should be Assigned To.
8. Click the Save and Close button.
  
  The assigned user can see the task on their task list and you will be able to see this on the Resource Planner section.
Add an Internal Task
1. Click the Add New Task button on the Resource Planner view.
2. On the Add New Task dialog, ensure that the Internal tab is selected and click the Task Type drop down to select a task.
3. Select the Start and Due date of the task.
4. Enter the number of hours required to complete the task.
5. Select the User(s) to be assigned to the task.
6. Click the Save and Close button.
  
  The assigned tasks will be added directly to the Resource Planner.
  
  Please note that tasks display orange if the Task Type used is marked as Is Leave. The colour is used for task types such as Leave (Annual Leave, Sick Leave etc.) to indicate that a particular user is not available for tasking. Task Types can be configured as Leave in Settings > Task Types > check the Is Leave checkbox next to the desired task type.

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Step-by-step guide

Job Task view

Resource Planner view

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