Create a Booking Back to top

Create Booking Dialog - Project
  1. Click "+ Create Booking" in the toolbar, or click on an empty cell in the timeline grid.
  2. Select a User — use the searchable dropdown to pick the team member. If you clicked on a cell, the user is pre-populated.
  3. Choose a Work Target Type — select one of the four tabs: Project, Epic, Issue, or Custom Category.
  4. Select the Work Target — the picker changes based on the selected type:
    • Project: search and select a Jira project
    • Epic: first select a project, then pick an epic within it
    • Issue: search by issue key or summary
    • Custom Category: pick from existing categories or create a new one
  5. Set Hours per day — choose from 0.5h to 24h in 0.5h increments. Defaults to the value configured in Capacity Settings.
  6. Set Start and End dates — define the booking period. If you clicked on a cell, dates are pre-populated from the visible range.
  7. Add a Note (optional) — free-text note for additional context.
  8. Click "Create" to save the booking. It will immediately appear on the timeline.

Work Target Types Back to top

The booking dialog uses a tabbed interface to switch between the four work target types. Each tab adjusts the picker fields accordingly.

Project

Allocate a user's time to an entire Jira project. Search by project name or key.

Booking - Project Target

Epic

Allocate time to a specific epic. First select the project, then choose an epic within that project.

Booking - Epic Target

Issue

Allocate time to a specific Jira issue. Search by issue key (e.g., PROJ-123) or summary text.

Booking - Issue Target

Custom Category

Allocate time to a user-defined category such as "Education", "Internal Meetings", or "Training". Categories are created and managed in the settings. You can also create a new category directly from the booking dialog via the "+ Create new category" link.

Booking - Custom Category Target

Color Override Back to top

By default, each booking inherits its color from the work target. You can override this color for individual bookings.

Color Override Picker
  1. Click "Set color override" at the bottom of the booking dialog.
  2. Select a color from the palette. Choose "No override (uses default)" to revert to the work target's default color.

Edit & Delete Back to top

Click on any booking bar in the timeline to view its details. From the detail popup you can:

  • Edit — modify the user, work target, hours per day, dates, note, or color override
  • Delete — permanently remove the booking (with confirmation dialog)
Note: Editing a booking updates it across all teams that contain the assigned user, since bookings are global.

Drag-and-Drop Back to top

Bookings can be rescheduled and reassigned directly on the timeline using drag-and-drop:

  • Horizontal drag: Move a booking bar left or right to shift its date range while keeping the same duration
  • Vertical drag: Move a booking bar to a different user row to reassign the booking
  • Edge resize: Drag the left or right edge of a booking bar to change its start or end date

Changes are saved immediately after the drop. A visual preview (ghost) is shown during the drag operation.

Undo Support

After a drag-and-drop operation, you can undo the change using Ctrl+Z (Windows) or Cmd+Z (Mac). A toast notification confirms each action.

Need Help?

If you have questions or need assistance, our support team is here to help.

Contact Support