Wecomplish
Create an allocation

Allocations can be created from multiple locations. The most common ones are from the dashboard and from a task.

Creating an allocation from the dashboard

  1. Navigate to the time period in which you want to create an allocation
  2. Click the green plus icon in relation to the "Planned" header
  3. Search for the content to relate to the allocation (responsibility/checklist/project/task). If you do not select a related piece of content, a task is automatically created using the title you provided and an allocation is associated with it. 
  4. Provide an optional description explaining the context of the allocation (descriptions support Rik formatering)
  5. Provde the duration of the allocation in hours and minutes in relation to the day or days you would like the allocation created
  6. Click "Create"

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Creating an allocation from a task

  1. Navigate to the task to which you want to associate the allocation
  2. Click the "Add component" button and choose "Allocation".
  3. If there are already allocations associated with the task, click the plus-ikon in relation to the Allocations-heading instead.
  4. Follow the same steps as when creating an allocation from the dashboard (se above) 

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