Tasks > Create Recurring Task Bookings

WorkBook allows you create recurring bookings at a set frequency against resources allocated to the task.

CREATE RECURRING TASK BOOKINGS

• Add a task to your schedule and assign resources

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

• 

  Click the add new icon and enter a name for the recurrent booking

• Click ok

• 

  Enter the following details in the recurrence booking window:

1. Start and end dates

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

3. Select the frequency (how often the booking should recur) and the day/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

• 

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

Related articles

• Page:
  Tasks > Create a Schedule
• Page:
  Tasks > Allocate Resources Summary
• Page:
  Allocate Resources > Allocate Employees to Tasks
• Page:
  Allocate Resources > Bulk Update Resources on Tasks
• Page:
  Allocate Resources > Group Scheduling Resources