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Calendar Add task - Desktop

Creating Jobs and Tasks are core functionality of your job management. You and your team will spend much of your time adding and reviewing your work activity in the Jobs, Scheduled Tasks and Calendar areas of NextMinute.

Step 1: Open the Calendar and create a new Task

  1. Select Calendar

  2. Select a time slot in the calendar

Step 2: Fill in the Task details

  1. Enter a Title (required before saving)

  2. Assign the Task to an existing Job, or create a new Job directly from the form and fill in the Job details later

  3. Fill in any additional details such as Status, Importance, Priority, and Category

  4. Select Save

Step 3: Send a notification (optional)

If you selected Send Notification before saving:

  1. Choose to send as Email or SMS
  2. Add Recipients
  3. Edit the message or select a Message Template
  4. Select Preview to review
  5. Select Send

A confirmation will appear at the top of your screen once the message has been successfully sent.

Step 4: View your new Task in the Calendar

Your new Task will appear in the Calendar. Select it to open the right-hand flyout where you can:

  • View and edit Task details
  • Click through to the related Job
  • View Customer details and any attachments

Step 5: Reschedule a Task

To quickly move a Task to a different time or day:

  1. Select the Task in the Calendar
  2. Drag and drop it to the new time slot or day