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
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Step 2: Select to Add new Scheduled Task
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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.
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Step 4: Select to Show on Calendar
Your Task has now been created. You can edit and view the Task details on this flyout.
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As you can see below, the new Task is highlighted and shown on the Calendar along with your other Tasks.
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