Task types

Several different types of tasks can be managed in Allocator. Pick the type based on whether the work repeats and whether its time must stay fixed.

Recurring tasks

Tasks can be created and managed as recurring, in which case the desired recurrence is defined for them.

A recurring task can also be used for, for example, a weekly warehouse visit, if you do not want to define its exact occurrence time. Compare with the appointment (other task) type, which stays locked to its time.

repeat, rhythm, regular visits

Single tasks

One-off tasks can be created through the user interface, imported as a CSV file, or fetched from other systems through integrations.

one-off, csv, integration, erp

Appointment (other task)

An appointment reserves a regular slot in the schedule — for example for virtual team meetings. These tasks are locked to the worker, and Allocator does not move them from the selected time on its own. They are added directly in the worker’s day — see Adding an appointment.

meeting, fixed slot, locked time, team meeting

recurring, single, one-off, appointment, other task, types