You can view and assign tasks also from the time tracker calendar. You can draw or drag tasks to the calendar for specific hours for yourself, or also for other users and teams (if you have the necessary permissions).
Permissions: Time Tracker, Resourcing
PSA plans: Enterprise, Enterprise+
View tasks in hour calendar
- Go to Time > Time Tracker > Calendar View or the calendar on the Dashboard.
- Click the eye icon in the top-right corner.
- Under Show in Calendar, configure whether you want the calendar to display:
-
- Hour Entries
- All Tasks
- Tasks in a Specific Status
Assign tasks in hour calendar
There are two different ways to create a task from the time tracker calendar: drawing and dragging.
By drawing
- Ensure that Create Entries as Tasks is selected above the calendar, next to the eye icon. (If not selected, time entries will be created instead of tasks).
- Click the three dots after the user's/users'/team's name and select Assign Tasks to User if you want the task to be automatically assigned to the correct users.
- Draw the task on the calendar with the desired duration and time.
- Fill in the details and Save.
By dragging a project
- Ensure that Create Entries as Tasks is selected above the calendar, next to the eye icon. (If not selected, time entries will be created instead of tasks).
- Search for the project in the Add Project to List search field.
- Click the three dots after the user's/users'/team's name and select Assign Tasks to User if you want the task to be automatically assigned to the correct users.
- Click and hold the project with the mouse, then drag it into the calendar at the desired start time.
- Fill in the details and Save. Note: By default, the task will have a duration of 1 hour.