A meeting, an errand or an admin job is a task for the business with a Time and Who does it, never a made-up booking. It sits on that team member's day, and bookings still go in around it.
- Open Rounds & Tasks and use the arrows beside the date to go to the day.
- Select Add task.
- If For shows, choose The business.
- Under Task, give it a name, such as Team meeting or Vet run, and choose What kind of job.
- Under Repeats, keep Once, or choose Every few days, every 7 days, for a weekly meeting.
- Set the Time.
- Under Who does it, choose the team member.
- Select Add task.
The task then shows in four places: at that time in their column on the Appointments calendar in Day and Week, in the Tasks section of the Mission Control sidebar in the day view (choose them under Whose work), under My day on their Me page, and in Rounds & Tasks. They tick it when it is done.
Tip
On the calendar in Day, grouped by team member, select an empty slot in their column, then Task. The time and Who does it are filled in for you.
Trap
A task never takes a slot, so a client can still book that team member during it. If nobody should be booked with them, add Blocked Time with a label instead. Blocked time is not ticked off and does not show under My day.
Check
Never book a dummy appointment for a meeting. It counts as a booking on Mission Control and in your reports.
Dog walking: a key pickup or a van service at 2:00 pm sits in the walker's column, so the office sees why they are off the road.