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Use case 1: Generic resource serves as a placeholder for task
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Tasks
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Generic resources can not be counted in the workload scheme and holiday scheme |
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For various methods of assigning tasks, please refer to our Planning Task.
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Tasks
Simply select directly the Issue Card on the schedule board to open the Planning Details → Then access the Plan Details tab and edit the task details including:
Hours/day
Duration (start date and end date)
Set Recurring tasks
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Once your team identifies a suitable member, they can reassign this task to that individual.
Click on the Reassign icon on the schedule board to open Reassign Modal.
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Select a specific assignee you want to transfer the tasks to.
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Select one of the following Plan Options:
All tasks: All tasks will be reassigned to the assignee you selected.
Tasks within a date period: Only tasks with a time range that falls within the duration you selected can be reassigned.
For example, you are planning 2 tasks for Virtual Resource as below:
Task A : start date is
10th January, 2025and end date is15th January, 2025Task B: start date is
12th January, 2025and end date is15th January, 2025→ If you select a date range from
January 12 to 15and attempt to reassign, Task A's start date falls outside of this period, so Task A cannot be reassigned.
Tasks after a specific date: Only tasks with a start date on or after the date you selected can be reassigned.
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Click on Assign to finalize the task reassignment.