Cirkus Scheduling Basics

You can use Cirkus to schedule members of your team and other resources and see at a glance what they are working on.

You can also link Bookings to your Cirkus Tasks and Projects, and collaborate within the booking.
You will need to have a Workspace to schedule your team.
In a Free Workspace, you can create unlimited bookings and schedules for your team.

In a Pro Workspace (or your on-premise Cirkus server), you can also manage bookings for equipment and rooms, and you can invite a larger team.


TABLE OF CONTENTS


Create a New Booking 

Go to the Schedule menu item in the left menu.
Here you can see your own bookings, or use the filter on the top left to show your company Workspace.

All of the Members of your Workspace are displayed on the left, grouped by their role if you use Roles.

Click and drag to create a booking on the resource you would like to book.
You can click and drag for multiple resources before clicking the [+] button to create the booking and add them all at the same time.

Fill in the details, and color, and optionally associate the booking with a Project, Subproject, or Task.


Click OK and the booking is made.
You can inspect the booking on the Inspector pane on the right.
The people involved will be notified that they have been added to a new booking, and of any subsequent changes.


Collaborate, Edit, and Update Bookings

You can collaborate on a booking as you do on a task, with comments, mentions and file sharing in the Inspector.

Move, retime or edit a booking by selecting and dragging with your mouse, or by editing the events in the inspector window.
You can add additional resources to a booking by dragging the resource name from the left to the booking event, until the green (+) sign shows. When you drop them there a new event will be created for them.


Adding Resources

To set up Resources and Templates, as a Workspace Admin, go to Workspaces in the left menu, and double click the workspace name.

Note: You will need to have a Pro Workspace to add resources.

Select “Resource Categories” and add a grouping for your resource type, click [Add Resource Category].


Now go to “Resources” and we can add some Resources to that Category.
Optionally add an icon for each resource that you include.

Back in your schedule, the new resources will appear on the left in their resource category.


Personalize your View

Use the tools and calendar at the top to navigate, and zoom in to a specific date range.
You can also make “personal bookings”, and change the Workspace selector to "Your Name".
Personal Bookings are not visible to other workspace members, but your availability will be greyed out in the workspace view.

To customize your view of the team schedule, use the filter options, or choose from recently saved views.


Booking Template

As a Workspace Admin, we can also add “Booking Templates”, which will help to populate the booking details for common booking types.
Go to Workspaces in the left menu, and double-click the workspace name.
Go to the “Booking Templates” tab and create a template for the Booking type you want to reuse.


Double-click on the Booking template to add a default description, color, and custom fields.
To learn more about the custom field types, check out our Task Templates training video.

When you create a new booking, you can select from the available booking templates in the Workspace, and complete the custom fields as they are set up.

The booking will be created with the color selected in the template.


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