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Project Service Automation forum

Booking task or appointment dosn't show in Bookings and Tasks.

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Posted on by 22

Hi,

I have add a connection/ relation from Task and Appointment to Schedule board -> going to Resource Scheduling -> Administration ->Enable Resource Scheduling for Entities. After that, Book icon show on Task and Appointment ribbon. I can do Scheduled a new record, but even if I try to hard book this entry doesn't show in Bookings and Tasks.

The question is "How I can copy my Task or Appointment from activities to PSA Scheduled Board?" The reason why I try to do that is to user have one place to check his "to do".

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