RB User Guide > Calendar > Jobs > Tasks

Scheduling conference rooms

If you want to schedule conference rooms for jobs so you can avoid double-booking rooms, follow this procedure:

  1. Set up room as a resource

    Enter your conference rooms in RB’s Resources database, not the Locations database. See Adding resources to RB.

  2. Select room as job location

    1. When entering a job, in the New Job/Edit Job window’s Job Location pane, select Resource in Location Type. See Entering job locations.
    2. In the Lookup Resource panel, search for and select the conference room. See Searching in RB.
    3. Click Save.

  3. Assign room as a resource

    1. In the View Job window, click Edit.
    2. Click Edit Job > Tasks or scroll down to the Tasks pane.
    3. Click plus in the Tasks pane.
    4. In the New Task panel, select your conference room type in *Task (required). Task types are set in Lists > Jobs.
    5. Click resource next to the Resource field.
    6. In the Assign Resource panel, click the Resource Type look up and select Conference Room as the type. Resource types are set in Lists > Resources.
    7. Click Save.
    8. Click search button.
    9. In the results grid, click the room’s options button > Assign. Then click Save.
    10. Click No in the popup. RB creates the task and removes the room from your available resources for the time period scheduled. This way, you cannot double-book a room and you can see the schedule for your conference rooms in Resource Availability (see Managing resource availability).
Reference
Step-by-step instructions