You can choose to show tasks in Resource Bookings and My Calendar. This is useful if you are using tasks as work tickets, where users log time directly through a task. This is a more agile working method, where estimates and regular resource bookings are avoided. Tasks are used to assign work to users or to allow them to self-assign from the kanban board.
Display of activities in calendars
The task will show in Resource Bookings against the task owner and in the task owner's My Calendar.
- The date and duration of the booking is taken from the start and due date/time on the task.
- When the tasks are marked as complete, the bookings are removed from Resource Bookings and My Calendar.
- A booking colour can be set on the task.
- Bookings from tasks are distinguished from regular bookings by a running person icon.
Enabling a task to be visible in calendars
- System wide - Go to Settings, File Maintenance. Open Task types. Open the relevant task type from the list, Tick 'show on gantt charts'. Save and close. You can also set the default to show in calendars as the task owner.
- Individual tasks - To disable or enable visibility of a task per task, click on the calendar icon next to the owner icon. Only tasks of a type set to show gantt charts can be added to the calendar. However you can override the task type setting on individual tasks:
- Tasks also need to be made visible in 'Preferences' in both Resource Bookings and My Calendar. Tick 'Tasks' in the Include section.
Note that this type of booking is not a regular resource booking so is not included in reporting on time booked nor are they included in the calculation for the loading view in Resource Bookings.
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