The scheduling module is where capacity is reviewed and tasks are managed. The scheduling module is broken into two key areas:
Schedule overview
Task follow-up
Access to scheduling views will depend on your WorkBook license type and the access you have.
ON THIS PAGE YOU WILL FIND: |
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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
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
