Monitor tasks in a calendar format

Use the Tasks (Monthly View) function to monitor and manage tasks in a calendar page layout

Lesson #161
Calendar – Tasks (Monthly View) function

Similar to Jobs (Monthly View), in Tasks (Monthly View) you can view tasks as items on an interactive calendar page. The other view, Tasks (List View), displays tasks in a grid. You can use either Tasks function to monitor and manage tasks.

Monitor tasks

See if tasks have been designated, assigned, and acknowledged. Monthly View displays jobs with tasks in a calendar page format so you can see your work schedule at a glance. If your browser window isn’t large enough to display the whole month, the calendar will scroll so the current week is visible as the default view.

Monthly View only displays jobs that have tasks. Due to size constraints, Monthly View displays limited information about the jobs on the calendar page. You choose in System Preferences which information you want to see (either job number or start time and either resource assigned or task name) and how many tasks per day (up to 10) are listed in each day’s square.

Jobs listed are color coded by job status. RB comes with default sets of job statuses and task types, which you can customize by adding, editing, and deleting entries. You can also choose which colors represent different job statuses, including different colors for light or dark mode displays, in System Preferences.

The default calendar displays the current month by default. You can page back and forth to other months or jump to any month using the navigation bar.

Monthly View resizes dynamically to your browser window size, but if the window is too small vertically for the minimum size calendar page, the calendar page will scroll so the current week is visible as the default view. You can scroll the page and the top navigation bar will always remain accessible so you know which month you are in and can navigate to other months or back to today’s date.

Use search criteria to change the jobs shown. Search criteria in Monthly View includes:

  • Job date or order date
  • Task type
  • Assigned resource
  • Job’s priority level
  • Type of resource required
  • Job status and type
  • Your company’s business unit
  • Related case
  • Include canceled tasks or not

Rolling over a job number in the calendar pops up basic information about the task, job, and case. Clicking the bar in a day’s box displays all tasks for that day in a list similar to List View.

Manage tasks

Clicking a hyperlink in Monthly View opens the job detail screen with the View Task panel already open so you can see complete task details and edit if needed. You can do everything from Monthly View as you can from List View:

  • Add an overlooked task to a job.
  • Assign a resource to a task, which RB records in the task’s Notes Log, and notify the resource of the assignment. If the scheduling client has preferred resources, they appear at the top of the resource list. If the scheduling client has a list of blocked resources, RB will alert you if you attempt to assign one and not allow the assignment.
  • Remind resources of assignments by resending notifications.
  • Automatically record the current date and time as when a task was acknowledged.
  • Update the related job’s information, including notes, contact information, location, and parties.
  • Remove a resource from a task, which RB records in the task’s Notes Log.
  • Upload task-related files to a task’s repository for assigned resources to download.
  • Update a task, such as setting resource acknowledgements’ date and time manually or entering page estimates.
  • Delete a task if no resource has been assigned.
  • Cancel a task if a resource has been assigned.
  • Remove a task’s acknowledged date and time with one click if a mistake was made.
  • Reactive a canceled task and assign a new resource.
  • Begin production turn-in.

When you cancel a task, the assigned resource is automatically added back to your available resources list for new assignments, and RB prompts you to alert the resource of the cancellation. In addition, RB keeps track of when tasks were canceled. This will be helpful in cases where there is a cost incurred in late cancellations, such as a hotel’s conference room: You will have a paper trail to back up any cancellation fees charged to your client.

TL;DR: Use the Tasks (Monthly View) function to monitor and manage tasks in a calendar page layout.

RB concepts in this lesson

Blocked Resource: Resource that a particular firm or contact does not want assigned to tasks on jobs they schedule or order from you.

Business Unit (BU): One of your company’s revenue centers or any entity in your business that you want to track separately, such as branch offices, other companies you own, affiliates, and profit-sharing operations.

Job: Usually the reporting of a deposition, but can also be any kind of service you provide with your reporters or other resources. More >

Job Status: Stage a job is in, e.g., New or Cancelled. You can designate your own job statuses in RB.

Job Type: Categories of jobs requested by clients, such as Deposition or Real-Time.

Notes Logs: Un-editable internal-use only notes entered either by a user or automatically by RB appear in chronological logs in the database record where they occurred, such as a case, job, invoice, or entity. More >

Preferred Resource: Resource that a particular firm or contact wants you to assign to tasks on jobs they schedule or order from you.

Resource: Person or thing that provides your business with a service, such as reporters, videographers, interpreters, scopists, account executives, other agencies that cover jobs for you, or a conference room.

Task: Service requested with a job, such as reporting, interpreting, or video, that require a separate resource (person, company, thing) to accomplish. More >

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