Scheduling tasks on the Dashboard

First of all, you’ll need to locate the task you are wanting to schedule, Keep in mind that as we are on the dashboard, only tasks that the allocated to the resource will appear. Once you’ve selected the task, any committed or scheduled time will be highlighted on the calendar. Pressing the calendar icon will jump the calendar to the start date, and highlight the tasks date range.

To schedule time for the task, navigate to the date you would like to schedule on the calendar and click and drag the time required. When scheduling keep an eye out for the grey areas as these indicate lunch breaks and hours outside of the resources availability.

You can also drag horizontally on the calendar to schedule the task over multiple days. As you click and drag, as you are adding in your time, Briefcase will indicate how much allocated time you have remaining for the task.

 

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