Settings Tab

Use the Settings tab within the Tasks submodule to create, copy, and delete a schedule as well as save it as a preset.

The Settings tab enables you to create schedules within a job. You can also define a schedule's parameters such as the title, distribution method, resource booking level, and booking method. You can also save a schedule as a preset depending on your permissions.

Note: You enable or disable saving a schedule as a template in Resources. For instructions, see Edit Settings of Employee Accounts.