Task Calendar
Updated in 2021.2
The Task Calendar is a global calendar where you can browse personal work calendars of technicians and see either Project Tasks or Work Orders assigned to them. Here you can view 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. Read this article to see how to work with the Task Calendar.
To access the Task Management Calendar, select Project Management > Task Management Calendarfrom the
TIP: You can view the calendar information by day, by week, or by month. For details, see Changing Calendar views.
Switch between Project Tasks and Word Orders
The Task Management calendar displays ether Project Tasks or Work Orders, but not both. To choose what type of information you want to view, click the corresponding Project Tasks or Work Orders
Choose technicians to track
The Task Management Calendar displays parallel horizontal time lines for the technicians you want to track. Instead of choosing individual names, 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.
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.
Manage technicians' personal events
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:
Filter calendar items
The Task Management Calendar displays Project Tasks or Work Orders assigned to the selected technicians. Project Tasks or 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 items in the calendar by types, categories, statuses, or projects.
View the details of Project Tasks and Work Orders
The Task Management Calendar shows Project Tasks and 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, the Start Date value get populated, and the calendar displays that Start Date instead of the Scheduled Start Date. When the Project Tasks or Work Order is completed, the Completed Date value get populated, and the calendar displays that Completed Date instead of the Scheduled End Date.
IMPORTANT: Unlike flexible scheduled dates, the Start Date and Completed Date are fixed, and you cannot "move" them.