Create a New Task (from the Task Matrix Submodule)

Use the Task Matrix submodule to create a task for a resource.

To use the Task Matrix submodule, you must have access to Scheduling as defined in the User Access Rights submodule under Settings.

To create a task:

1. On the main toolbar, click Scheduling .
2. On the side toolbar of the Scheduling screen, click Schedule Overview > Task Matrix.
3. Apply filters to resource data.
   1. On the grid toolbar, click Filter .
   2. In the Filter dialog box, select the filters that you want to use and click Apply.
      When selected or cleared, the filters are applied automatically.
4. On the grid toolbar, click Create a New Task .
5. In the Add New Task dialog box, specify the required information and click OK.