Match available resources to the demands of your work by filtering based on resource location, skills, or any tags you need. Folders are a great way to organize your resources, and it’s common for larger organizations to create folders for each location or for teams. This way, I can easily filter for “my team” or […]
Resource scheduling
Prevent Resource Conflicts in Salesforce
DayBack does not prevent the double-booking of resources by default. Instead, it shows you conflicts by presenting events as overlapping. But some organizations want to make sure a resource is never double-booked; this can be done by using a Custom Event Action to change the way DayBack behaves. What constitutes a resource conflict? Using a […]
Extending TaskRay with DayBack: Adding Times and Timezones
We recently had the opportunity to work with a customer, 2Win Global, who has been a long-time fan of TaskRay. 2Win trains the largest and most successful technology companies globally to improve their sales demos and presentations resulting in improved win-rates and revenue. They’d been hosting all-day training workshops, but now that they were doing lots of […]
Scarcity: the Science of Resource Scheduling
We know that working under tight deadlines leads to childish thinking: the greater the time pressure, the more we revert to mental models from childhood. Research also shows that we predictably make bad decisions when we’re short on time. In Scarcity, Mullainathan and Shafir tweak classic experiments in behavioral economics by introducing various kinds of […]
Default Durations for each Resource
KC Embrey has just published a new custom action for assigning default values to new appointments: this is great for giving each resource in your org a default duration or status. This action works in any calendar source, including FileMaker and Salesforce. Here’s what it looks like in action: While you can usually set defaults […]