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  • Right-click on the task binding to change the dependency type, add a lag or delete a binding or lag

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Create recurring task bookings

WorkBook allows you create recurring bookings against resources allocated to the task. This is handy for

  • Add a task to your schedule and assign resources

  • Open the task card > go to basic settings and the recurrence booking tab

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  • Click the add new (blue star) icon and enter a name for the recurrent booking

  • Click ok

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  • Enter the following details in the recurrence booking window:

  1. Start and end dates

  2. Start time (if using) and the hours you wish to book. Optional checkboxes allow you use off-days and/or overlap bookings.

  3. Select the frequency and theday/s of booking

  4. Check the details of the bookings with the option of skipping specific dates. In the members tab, check the resources the recurring booking will be applied to.

  5. Once complete, click generate bookings

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  • In the booked resources panel, go to the matrix view to see booking allocations across dates

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Filter by label (Content by label)
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showSpacefalse
cqllabel in ( "allocate-resources" , "schedule-template" ) and space = "TGKB"

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