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, select 'Owner' for the show in calendar options. Save and close.
- Individual tasks - To disable or enable visibility of a task per task, click on the calendar icon next to the owner icon. A cross through the calendar means that it is not visible in calendars.
- 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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