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Learn what bookings on tasks are, how they differ from regular bookings, and when they make sense for your team.

Bookings on Tasks: Overview and When to Use Them

Learn how to create a booking directly from a task, which fields prefill automatically, and what the scheduling badges show.

Creating Bookings on Tasks

Edit, convert, or delete task bookings, schedule multiple people or services on one task, and see task bookings in the Resource Planner.

Managing Bookings on Tasks

Understand the Total Scheduled, Future Scheduled, and Unaccounted Time badges on task bookings, and how they differ from service badges.

Task Scheduling Badges Explained

Understand how task and booking dates stay in sync, and what happens when tasks are moved, extended, or shortened.

How Task and Booking Dates Stay in Sync

Open the Tasks panel on a project's Resource Planning tab and drag tasks or milestones onto a person's schedule to create a booking.

Booking Tasks From the Project Resourcing Tab

Plan and schedule work directly from tasks while keeping services, budgets and deals, and the Resource Planner in sync.

Bookings on Tasks

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