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Plan work with Calendar and Tasks

See scheduled jobs and due work, then open the record that owns the date.

Use Calendar

The calendar is a view of scheduled work, not a substitute for the booking agreement. Moving the view does not reschedule the job.

  1. Open Calendar from the navigation or Products.
  2. On the mobile day strip, Previous week and Next week move the selected day by seven days; on the main calendar, Previous period and Next period move the displayed period, and Today returns to the current date.
  3. Open the event or Delivery due item to inspect the linked job.
  4. Choose New booking to start a separate job, or correct an existing shoot date in its booking Schedule so other views use the same source.

Use Tasks

Overdue and undated tasks appear differently. An undated high-priority task can need attention even without a calendar entry.

  1. Open Tasks and create or find the production task.
  2. Set owner, priority and due date where those fields are available.
  3. Complete the task when the work is done; open its linked project to check delivery separately.
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