---
title: "Tasks > Create a Schedule"
canonical: "https://technology.bytangram.com/space/TGKB/257196198/Tasks%20%3E%20Create%20a%20Schedule"
format: markdown
---
**Job schedules** in WorkBook are 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.

## SCHEDULE CREATION

- In the **jobs list** > select the **job** > click on the **open job** icon


![image-20250105-233045.png](media://e71bc315-cca6-4f21-b0b7-f8a8d6ccacdd)


- Go to the **tasks **sub menu


![image-20250105-233558.png](media://98a144b6-f497-489d-a4a4-a79997da5314)


- A schedule is automatically created when a job is opened
- A job schedule is comprised of three things:

1. Settings
2. Phases
3. Tasks


![image-20250105-233737.png](media://e451cfc1-bda9-499e-8615-a64b0fabbdd3)


### 1. Settings 

The **settings** tab is where schedule defaults are set, here you can:  

- create **new**, **duplicate** or **delete** schedules
- save the schedule as a **template**


![image-20250105-234543.png](media://8c3da707-3aaf-41f4-8db7-f7f45158d77e)


The most common fields to update are:

- the schedule **title **
- **activate/deactivate** a schedule
- manage the way bookings are made by selecting how you want to **distribute hours** on tasks
- select the **resource booking level**


![image-20250105-234729.png](media://5e4ccb90-e6c0-40db-8c10-9d94bfd4a602)


### 2. Phases 

The **phases** tab is where you:

- **Add**, **delete** or **duplicate** phases
- Add **phase descriptions **to your schedule
- **Sort **and reorder phases
- All schedules will include one phase by default which can be overwritten


![image-20250105-235110.png](media://7771870f-a498-433a-a4de-cee6fb7395d6)


### Update existing phase name

- Go to the **phases** tab > **double click** on the default phase name > **replace **with preferred phase name


![image-20250105-235626.png](media://e39f2617-c361-45eb-b46c-4f0991e43616)


### Add a new phase

- Click on **+** button (add phase icon) to add more phases
- Enter the **phase name **on the new line
- You can also enter a **phase description **with additional details


![image-20250106-000130.png](media://b16e1406-44c3-4a71-b86e-5b2f4a6eee3f)


- *Repeat for each additional phase*

### 3. Tasks 

The **tasks** tab is where you build and do most of your schedule management:

- **add**, **duplicate** or **delete** tasks
- set task **durations** and **dependencies**
- **allocate resources** to tasks and **book hours**
- the tabs in the right-hand corner represent the different ways you can visualise the tasks on a job, including **Gantt**, **grid**, **timeline** or **list** views


### Show schedule total price

- Before you start to build out the schedule go to the **tasks** tab > click the **filter **button
- In the filter, check **show schedule total price** box
  - This will display the value of the booked hours according to the person or scheduling resource you have allocated time to in your schedule. The value will change accordingly as you build out your schedule.

> 📝 This is a sticky setting so once checked by a user will display across all job schedules


![image-20250106-000750.png](media://eae0c82f-3e5e-4df2-bb15-1b414d9fc985)


### Add a new task

- To **add tasks** to your schedule, select the **phase **you wish to add a task to
- Go to the **new task field** > free type the **task name** > hit the **enter** key


![image-20250106-001036.png](media://362d2408-0237-4af9-a39c-a0a13e54a415)


- *Repeat for each task*
  - Use shortcut keys to edit the task name, on your keyboard press ‘T' to edit the task name

### Change task date and duration

- Once a task is created there are a number of methods to change the dates and durations:
  - use the slide functionality to drag and drop tasks to a new date
  - amend the start date and duration in the resource booking panel


![image-20250106-001346.png](media://b6182a60-97c3-453a-8ff4-90ee893a770b)


- use the shortcut keys, on your keyboard press:
  - 'D' to amend the date the task will commence
  - 'W' to edit the task duration

### Create task dependencies

WorkBook allows you to establish task relationships on your timeline by creating dependencies against tasks. By making one task dependent on another, you are ensuring tasks can only be started or completed in a certain order. If a task date moves during the project’s lifecycle, any dependent tasks will also move.

- Create dependencies by dragging a line between the white circles on the start or end of the two tasks you wish to create a relationship between


![image-20250106-001516.png](media://30497593-47e4-4060-9893-679aced9f6de)


- Right-click on the task binding to change the dependency type, add a lag or delete a binding or lag


![image-20250106-001750.png](media://8d5ecce2-bcfc-49f7-9aaf-7f17a2a32381)


### Create recurring task bookings

WorkBook allows you to create recurring bookings at a set frequency against resources allocated to the task. 

- **Add a task** to your schedule and **assign resources**
- Open the **task card** > go to **basic settings** sub menu > and go to the **recurrence booking** tab


![image-20250106-002206.png](media://d51740e4-a4aa-4f56-9800-89c8156045f9)


- Click the **add new** icon > enter a** name** for the recurrent booking
- Click **ok**


![image-20250106-002505.png](media://6b0ad7d4-d5ac-4681-a3a5-ba3469327bf1)


- Enter the following details in the recurrence booking window:

1. **Start **and **end dates**
2. **Start time **and the **hours** you wish to book. Optional checkboxes allow you to **use off-days** and/or **overlap bookings**
3. Select the** frequency **and the** day/s** of booking
4. Check the details of the **bookings **with the option of skipping specific dates. In the **members** tab, check the resources the recurring booking will be applied to
5. Once complete, click **generate bookings**


![image-20250106-003120.png](media://f766991d-5d10-40ca-982f-d7b5766cb85f)


- In the **booked resources** panel, go to the **matrix** **view** to see booking allocations across dates


![image-20250106-003338.png](media://453c2b21-22e4-4efb-9397-73b586e4297c)


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