Recurring Tasks and Allocation - for example part-time day off allocation

How do I set up a recurring task for the year?

I have resources who are either booked 1 day a week on a specific recurring task, or who work part-time (e.g. 4 day week) and therefore have a 20% booking per week which is allocated to leave.

How do i manage this? I've checked the "Team Vacation Schedule" template and I cannot seem to see a recurring booking option, I dont want to create 52 task entries to represent the weekly day off.

Any help on being able to set up a recurring task and assign it to a specific day?

e.g. Jane is a part-time resource, who works Monday to Thursday. Friday is her day off.

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Comments

Travis

We don’t have recurring tasks yet but there is a workaround you might consider using that will allow you to have individually set working days for users. Setting individual working days for users is a little tough at the moment and would require additional work on your part but it might be a good solution for you. You can set working days for individual sheets. You could have a separate sheet with working days that match the user’s schedule where you track tasks for each user that works part time. This way, you wouldn’t need to schedule time off - they would automatically not be assigned tasks on their ‘off’ days. This will work with resource management to not allocate them on their non working days.

Daniel Stadelmann

We also do need this option. Defining working days on a user level (e.g. for part time employees) such that this is considered when planning projects, vacation etc. etc.

Angela merrett

Is there any update or is this on the roadmap at all? Defining workdays at a user level. More and more our users are part time or job sharing, there is no current way to work around this

Travis

Hi Angela, the workaround I provided above is the best option at this point for individual working days. To build on that, you can use a report to combine multiple sheets/part time schedules into a single view.

Here is a link to our product roadmap with information on what we are working on: https://www.smartsheet.com/product-roadmap

Shanett Cole

Cant you use a reoccurring task sheet to assist with this as well.

I do agree something is needed to handle those that are not fulltime on a project