Schedule tasks and assign people

First choose the target week in Resource Planning. The assignment applies to that week.

1. Click Assign and choose Existing task.
2. Search for the task name and pick the matching result.
3. Check the category and choose one or more people under Assign to.
4. Under Days, choose the working days you want, Monday through Friday.
5. Enter hours per day and check the resulting total effort.
6. Click Schedule and check the task in the weekly plan.

Three chosen days at two hours each give six estimated hours. With several people, those six hours are counted for each assigned person. The assignment updates the task's week, people, category, days, and estimated effort; for an existing task it doesn't create a copy.

If the task doesn't exist yet, you can create it in the same dialog.

1. Open Assign and switch to New task.
2. Enter a clear task name and choose a category.
3. Choose the people, working days, and hours per day.
4. Click Create. The new task is scheduled for the chosen week.

Switch to the Planning tab. Below the weekly plan, the Unscheduled area appears for matching tasks. It contains open or in-progress tasks with no week assigned, as well as urgent or overdue tasks with no assignee. Click a task, check the pre-filled values, and schedule it. This list isn't the same as the Unscheduled tasks metric in Insights.

Click a scheduled task and choose Reassign to adjust people, days, or effort. Remove clears the week assignment; the task itself isn't deleted. If the task has the In progress status, it can still appear in the planning view.