Create a Task via Scheduled Tasks

In this article we take you through the steps in creating a task from the scheduled tasks list view. 


Step 1: Navigate to Scheduled Tasks and select All





Step 2: Select to Add new Scheduled Task





Step 3: Fill in the Task form and Save



You will need to add a Title before saving. You can select to send a notification to a Contact. Enter your Start and End time and enter any Task Details. Enter an Address and you can assign the Task to an existing Job and Customer/Site. Assign a status and assign to one or more of your users. Add a Task Importance, Priority and Category, and select to make the Task a recurring one.



Step 4: Select to Show on Calendar 



Your Task has now been created. You can edit and view the Task details on this flyout.



As you can see below, the new Task is highlighted and shown on the Calendar along with your other Tasks.




Feedback and Knowledge Base