What are Availability Types?
Availability types act as "Location Requirements" for work. If a task requires a user to be "Onsite," the system will use these types to filter out users who are currently marked as "Remote."
Setup Instructions
Access Availability Settings:
Navigate to Resource Management > Availability tab.
Create a New Working State:
Click + Add Availability in the top right.
Name: Enter a descriptive state (e.g., "In-Office," "Onsite," "Client Location").
Color: Click the color square to assign a unique color. This color will be used to represent this state on the global Resource Calendar.
Click Add availability.
Editing Availability
To rename a type, simply click directly on the text of the name in the list. The field becomes editable immediately.
Click away or press Enter to save the change.
Deleting Availability
Click the Trash Can icon on the far right.
A confirmation modal will appear. Confirm deletion to remove this as an option from the Calendar.
Important Note - If an Availability Type is in use you cannot delete it.