RB User Guide > Calendar > Tasks

Assigning and pre-assigning resources

You can schedule resources for tasks either before or after jobs are confirmed by your clients. Resources include physical resources, such as your conference room.

There are several ways to assign resources to tasks in RB:

• Within jobs

  Assign resources to the task(s) from within each job.

• By date

  Use Quick Assignments (RB9 only) to assign resources to all tasks scheduled for an upcoming date.

• From Tasks functions

  Use the Tasks (List View) or Tasks (Monthly View) to review assignments and assign resources to tasks that fit a particular criteria, such as a case, depos only, or all new jobs.

References

• Resources
• Quick Assignments
• Tasks
• Tasks (List View)
• Tasks (Monthly View)

Step-by-step instructions

• Assigning resources from within a job
• Quickly assigning for high volume of jobs
• Scheduling jobs
• Monitoring & managing task assignments