Scheduling Module Overview

The scheduling module is where capacity is reviewed and tasks are managed. The scheduling module is broken into two key areas:

1. Schedule overview

2. Task follow-up

SCHEDULE OVERVIEW

The schedule overview lists the scheduling views available in WorkBook, here you can review overall data sets according to the filtering options selected in each view.

• Calendar

• Capacity Status Graph

• Scrum Board

• Task Matrix

• Employee Task Summary

• Timesheet Status

• Timeline Calendar

• Weekly Schedule

• Year Calendar

Open

TASK FOLLOW-UP

Similarly, task follow-up provides a list of views for reviewing WorkBook tasks, including:

• Task List

• Ticket List

• Task Resource Booking Approval

• Tasks Awaiting Closure

• Tasks with Missing Activity

• Tasks with Not Fully Booked Capacity

Open

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