---
title: "Scheduling > Task Matrix"
canonical: "https://technology.bytangram.com/space/TGKB/257392786/Scheduling%20%3E%20Task%20Matrix"
format: markdown
---
Scheduling > schedule overview >** task matrix **provides resource managers, studio managers, team leads, department heads and the like, a comprehensive view of resources and the jobs and tasks they’re working on. Booked hours can be edited and moved in this view according to the start and end dates of the task. 

| **ON THIS PAGE YOU WILL FIND:** |
| --- |
| > Macro (toc) |

---

## ACCESS THE TASK MATRIX

- Go to the **scheduling** module > **task matrix**
- Use the **filtering** options to include/exclude data accordingly and set the date range

![image](media://7d4bd1e1-7d68-4a4d-b1ae-9f02cdc0c36f)

---

## MODIFY GRID

- To tailor the task matrix view to your personal preference, open the **sandwich menu**
- Select **modify grid**

![image](media://8022d4e0-27ce-4776-bd90-eca20a37e433)

- Select/deselect **columns** to include in your task matrix view
- Add** groupings**

![image](media://98cdd7b9-3f7a-47a7-90d6-4fca6e55f788)

---

## REVIEW & CHANGE BOOKINGS

- If you have grouped data,** expand** to see all data rows including jobs, tasks, number of hours and days per task assigned to each resource

![image](media://aaecad53-38c3-4a25-bce5-4f804b2058c1)

- Colour coding within cells alerts you to capacity issues so you can move hours accordingly
  - <span style="color: #36b37e">**Green**</span> = Booked on a job “in progress”
  - <span style="color: #ff5630">**Red**</span> = Overbooked
  - <span style="color: #ffc400">**Yellow**</span>** **= Booked on a job in “quotation”
- Hover over cells to reveal additional details, i.e. capacity, booked hours, leave etc
- The **book ends **will show you the date range of where a task starts and ends

![image](media://dd46840f-afeb-4cfe-8223-19268c5e0c1d)

- Allowing you to** move time **between the dates if needed

![image](media://351d11ea-7a39-479c-bfa9-aa34adf9604f)

- **Double click the task name **to open the task card for further amendments e.g. changing task dates, moving tasks between resources etc.

![image](media://214e25df-a3fd-4f3a-ad56-f217437cf397)

---

### Related articles

> Macro (contentbylabel)