The usual way to add and schedule tasks for project resources is in the Project Details view (Plan > Scheduling). This approach works well when managing one or two projects.
If you are a project manager or a resource managing multiple projects, you can avoid switching between them by adding tasks and scheduling them from "Projects > Scheduling." Here, you can manage tasks and schedules for all your projects in one view.
You will see three tabs on the Scheduling page.
#1 Scheduling
Go to the Scheduling tab to see the event schedule for all projects. You can use the following options to check and schedule events.
Project and Resource filters
Set the project and resource filters at the top of the page to see specific events.
Daily, Weekly, and Monthly views
Switch between daily, weekly, and monthly views to see the completed and upcoming events.
In the weekly view, you can view the schedule by working hours, resources, and projects.
Scheduling events in the Resource view can help you identify available time slots for installers and technicians and schedule them for projects.
Scheduling events in the Project view is useful if you want to create an event schedule for the project in one sitting.
Show/hide options
Choose to see the schedule with completed events
Choose to see service events
Choose to see days with no events scheduled and schedule installers and technicians for projects
Choose to see non-working days on the calendar
Search events by account or project
Click the Search icon, enter the account or project name, and view a filtered list of completed and scheduled events.
If no events are scheduled for the account or project, schedule them as soon as possible.
If you have the Show service events option set to ON, you can also schedule service calls.
Add event
Click the day you want to schedule the event, and you will see a modal to select the project, add tasks, and set the event time.
Check out this article for more details.
Edit event
If you want to edit a project event or call, click on its tile. You will see the relevant fields for changing the time slots, resources, and tasks.
#2 Tasks
Go to the "Tasks" tab, where you can add tasks for different projects and assign resources.
You can also manage their status on the Kanban Board. Tasks can also be filtered by project or resource.
Check out this article for more details.
#3 Time Tracking
Go to the "Time Tracking" tab to view and manage the project hours logged for scheduled project events.
Check out this collection of articles for more details.