Task Management Calendar
Updated in 8.4
The Task Management Calendar is a global calendar that enables you to browse several personal work calendars for a group of technicians simultaneously and see the Tasks or Work Orders assigned to them. You can always view the work schedules of your teammates, know who is in charge of what, when deadlines are due, who is overloaded, and who is available to take on more work.
To access the Task Management Calendar, select
NOTE: To refresh the calendar view, press F5.
Choosing the technicians whose schedules the calendar displays
The Task Management Calendar displays parallel horizontal time lines for all technicians you want to track. Instead of choosing particular technicians, you can choose one or more groups of technicians, and the calendar would display time lines for all members of the selected groups. You can also combine these two methods: select several technicians and one or more groups of technicians.
Time lines are sorted alphabetically by the technician's Full Name. When there are many technicians selected, use the scroll bar to scroll through their schedules. and plus
buttons in the scroll bar.
Managing personal events for technicians
Technicians have personal events such as vacations, training days, meetings, and other exceptions to their standard working time, specified using the Work Calendar tab of their Person details window. The Task Management Calendar displays all personal events for the selected technicians, so you can quickly visualize when personal events overlap the Work Order flow and reschedule the Work Order or the event before it's too late.
You can manage personal events right from the calendar as follows:
Filtering Work Orders in the calendar
The Task Management Calendar displays Work Orders assigned to the selected technicians. Work Orders are shown as bars from their Scheduled Start Date (or Start Date, if specified) to Scheduled End Date (or End Date, if specified). You can filter the Work Orders in the Task Management Calendar to display only those that belong to one or more particular Types, Categories, Statuses, or Projects.
Configuration panes with filters will show the asterisk in their title bars.
Viewing and rescheduling Work Orders
The Task Management Calendar shows Work Order flow from their Scheduled Start Date to Scheduled End Date and enables you to reschedule or re-assign them before the work actually begins.
As soon as the work begins, a Work Order gets the Start Date value, and the calendar displays that Start Date instead of the Scheduled Start Date. When the Work Order is completed, the technician specifies the Completed Date value, and the calendar displays that Completed Date instead of the Scheduled End Date.
The Start Date and Completed Date are fixed, and you cannot "move" them.
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