---
title: "Jobs > Tasks Summary R12"
canonical: "https://technology.bytangram.com/space/TGKB/249757747/Jobs%20%3E%20Tasks%20Summary%20R12"
format: markdown
---
**Job schedules** in WorkBook are created and accessed via the **jobs** module > **select job** from list > **tasks** tab. This is where you plan the tasks, timeline and resources required to deliver the job. Within a job schedule you can create a series of phases and tasks, allocate people or roles, book hours to them and assess real-time resource capacity as you build out the timeline.
| **ON THIS PAGE YOU’LL FIND:** |
| --- |
| > Macro (toc) |
---
## SCHEDULE STRUCTURE
The schedule breakdown structure within WorkBook is fixed. A schedule must contain at least one phase.
| | |
| --- | --- |
| **LEVEL** | **DEFINITION** |
| **Schedule** | The timeline or task plan belonging to a job |
| **Phase** | A phase is a parent used to group multiple tasks |
| **Task** | A piece of work that has:
1. A start date/end date
2. A duration
3. Assigned resource/s with a number of hours and allocation date/s |
---
## NAVIGATION: SETTINGS TAB
Schedules are accessed via the **tasks** tab on a job.
| **NUMBER** | **FUNCTIONALITY** |
| --- | --- |
| **1** | **Create a new schedule** button allows you to create a new schedule against the current job. *Note: You can have multiple schedules on a single job* |
| **2** | The **duplicate schedule** button allows you to copy the existing schedule to easily create variations |
| **3** | The **delete schedule** button allows you to delete the current schedule
*Note: This can only be done when the schedule is inactive* |
| **4** | The **save as a template** button allows you to save your current schedule as a template which can later be copied into other jobs to save time |
| **5** | The **update task data** button allows you to refresh the schedule data by:
- recalculating resource capacity booking, or
- updating prices to match the current job price list (rate card) |
| **6** | The **copy data from** button, allows you to copy data into you schedule from:
- a price quote
- a schedule from another job
- or a template |
| **7** | The **reorder tasks** button allows you to reorder tasks based on:
- the order of creation
- start date
- end date |
| **8** | The **reschedule tasks** button allows you to select the phases and/or tasks you wish to reschedule by:
- the number of calendar days
- the number of working days
- new start date
- new deadline |
| **9** | Makes your schedule **active **or **inactive** |
| **10** | **Distribute hours by** allows you to distribute task hours in one of two ways:
1. Use first available capacity (this is WorkBook’s default)
2. Even distribution of hours |
| **11** | The **resource booking level** looks at the different capacity levels of resources. The most common used are:
- Basic Time: standard employee hours e.g. 7.6 hour per day
- Ideal Time: this is time set in an employee’s capacity profile and could be less than, the same as or more than basic time |
---
## NAVIGATION: PHASES TAB
| **NUMBER** | **FUNCTIONALITY** |
| --- | --- |
| **1** | **Create a new phase** button for adding new phases |
| **2** | **Insert default phases** button will insert any default phases that have previously been setup |
| **3** | **Merge selected phase with another phase** button allows you to merge phases together |
| **4** | The **create a task for all phases where there is not already an assigned task** button will create a task for each phase that is currently missing tasks |
| **5** | **Remove the selected phase** button will delete the phase you have highlighted. *Note: You cannot delete a phase that contains tasks, first move or delete the tasks and then delete the phase. * |
| **6** | The **delete unused phases** button will delete all phases that do not have a task assigned to the phase |
| **7** | These buttons will reorder phases by allowing you to:
- move a phase down
- move a phase up
- re-sort phase numbering |
---
## NAVIGATION: TASKS TAB
| | |
| --- | --- |
| **NUMBER** | **FUNCTIONALITY** |
| **1** | Add new tasks to your schedule by typing the task name into the **new task field > **hit **enter** to add, repeat to add each new task |
| **2** | These buttons allow you to:
- Update task data
- **Copy schedule data** (used to copy schedule templates into jobs)
- Reorder tasks
- Reschedule tasks |
| **3** | **Task actions buttons**
- Duplicate task
- Delete task
- Set task as done |
| **4** | See the total **value** of scheduled work:
- To turn on go to **filter** > tick the **show schedule total price **checkbox (this allows you to see the total sales value of the schedule as you assign resources and book hours) |
| **5** | Available schedule views are:
- Gantt chart
- Grid view
- Timeline
- List view |
| **6** | **Filter** the schedule using the following criteria:
- Canvas Period: day, work week, month, quarter etc
- Filter Options: hide completed tasks, hide future tasks etc.
- Toolbar Options: show the schedule price and job progress |
| **7** | The **booked resources **button opens a panel at the bottom of the screen for easy task resourcing and marking tasks as done |
| **8** | The **task settings **button opens the task card, where you can view and amend task settings, including task colours, milestones, status and whether time entry is allowed |
| **9** | The **booked resources sub-grid** allows you to book people or roles and enter the number of hours on a specific task (selected in the main grid) |
| **10** | The **task capacity booking options** allows you to override working hours and book individuals/roles on weekends or above the usual hours per day |
| **Shortcut keys** | Select the task you want to edit:
- Click T on your keyboard to edit the task name
- D to edit the dates
- W to edit the duration |
---
### **Related articles**
> Macro (contentbylabel)