RB User Guide > Calendar > Tasks

Task

A task is a part of a job that requires a separate resource (person, company, thing) to accomplish.

TIP: What qualifies as a task?

In general, tasks are work that is performed outside your office by other parties. Work performed in-house is usually not considered tasks in RB.

Task examples

• Reporting

• Videotaping

• Interpreting

• Conference Room-Inhouse

• Conference Room-Outside

• Catering

Non-task examples

• Creating condensed transcripts

• Shipping out finished product

• Doing other production work

• Compiling invoices

• Billing clients

• Following up on outstanding amounts due

Tasks simplify & speed up job scheduling, while reducing errors:

• If the job is canceled, all of the tasks are canceled too. When changing a time, date, or location for a job, all related tasks are updated.
• If a job includes multiple tasks and the client cancels one aspect — for example, they no longer need interpreting, but the rest of the job is a go — you cancel only the one task; it doesn’t affect the rest of the job. 
• Canceling a task adds the assigned resource back to your available resources list for new assignments. And automatically prompts you to send an Assignment Cancellation notice to the resource.
• RB keeps track of when tasks were canceled. This is helpful in situations where there is a cost incurred in late cancellations, such as a hotel’s conference room, you will have a paper trail to back up any cancellation fees charged to your client.

Reference

• Tasks
• Job
• Lists > Jobs
• Tasks (List View)
• Tasks (Monthly View)

Step-by-step instructions

• Entering tasks
• Monitoring task assignments
• Sending individual assignment notifications
• Sending batch assignment notifications/cancellations