After creating a booking on a task, its details appear in the Bookings tab on the task, where you can edit it, add more people or services, and track it across the Resource Planner.
Managing the Booking After Creation (Task View)
After creating a booking, its details appear in the Bookings tab on the task.
Click the booking to expand its details and adjust values directly where available.
Use the three-dot menu to:
Edit the booking (opens the booking modal)
Duplicate or repeat the booking
Convert between tentative and confirmed
Open the related budget or deal
Jump to the booking in the Resource Planner
Delete the booking
The Booking tab also displays the task's scheduling badges (Total Scheduled, Future Scheduled, Unaccounted/Unscheduled Time).
👉 See Task Scheduling Badges Explained for what they mean and how they compare to service badges.
Booking Multiple People on the Same Task (Same Service)
A single task can have multiple bookings, even for the same service.
Example
A 23-hour design task is shared by two designers. Each person gets their own booking, with 20 and 3 hours assigned respectively.
This allows you to split workload across people while keeping the task as the single source of truth for the work being done.
Booking the Same Task Across Multiple Services
A task can also have bookings for different services.
Example
A design task includes work that’s billed under different services:
Design work billed under a Cover Design service
PM work billed under a Project Management service (on the budget(s) linked to the project)
Each service gets its own booking, potentially with different people, rates, and budgets, while all bookings remain linked to the same task. This keeps billing logic intact while still planning work at the task level.
Creating Task Bookings From the Resource Planner
Bookings on tasks can also be created from the Resource Planner. When a booking is linked to a task:
The task reference is shown on the booking
You can navigate back to the task and project directly
Multiple bookings for the same task remain visible
This allows planner-first workflows to continue unchanged while benefiting from task visibility.
How Task Bookings Appear in the Resource Planner
In the Resource Planner:
Task-linked bookings display the task reference alongside the client, service, budget or deal, and project information
Opening the booking reveals the task it's linked to, displayed below the service information, visible in both compact and expanded modes.
📌 Right-click the booking to open the quick menu and jump directly to the linked task.
Task Identifiers in the Planner
Task bookings are prefixed with the task number, making them easy to distinguish from regular service (budget or deal) bookings.
📌 Tip: To make task bookings even easier to recognize in the By Budget/Deal view, you can use a custom task numbering scheme with a prefix such as TASK. This helps visually separate task bookings from budget or deal bookings.
In all other views, task bookings look like regular service bookings. However:
Hovering over the booking shows the linked task details.
Opening the booking reveals the task it’s linked to, displayed directly below the service information.
Time Tracking With Task Bookings
When a user is booked on a task, time tracking suggestions work the same way as with regular bookings.
The booking appears in My Time as a suggested entry. When the user logs time from the suggestion, the task is automatically linked to the time entry (and time to complete the task is adjusted accordingly).
This keeps time tracking consistent while preserving the connection between planned work and actual time logged.
