Jobs and Tasks - how to add

🔸 Note: This feature is only available to Admin and Planner users.

Step 1: Open the Job you want to add to Job Planning

1. Select Jobs

2. Find and open the Job you would like to add

3. Select Edit

Step 2: Enable Display on Job Planning

1. Scroll down to find the Display on Job Planning option

2. Toggle it on

3. Select Save

Step 3: View your Job in the Job Planning Calendar

1. Exit the Job card
2. Select Job Planning

Your Job will now appear in the Job Planning Calendar. Select Zoom to Fit to see all your Jobs on the timeline.

Adding a Task to the Job Planning Calendar

🔸 Note: Any new Tasks will automatically have Display on Job Planning turned ON. 🔸 Tasks will only show on the Job Planning Calendar if they are assigned to a Job.

There are two ways to add a Task to the Job Planning Calendar.

Option A — Add via the Job

Step 1: Open the Job and navigate to Scheduled Tasks

1. Select Jobs
2. Find and open the relevant Job
3. Select Scheduled Tasks

Step 2: Add a new Task

1. Select Add

Step 3: Fill in the Task details

1. Enter the Title of the Task
2. Set the Start and End date/time
3. Scroll down and ensure Display on Job Planning is toggled on
4. Scroll to the top and select Save

Step 4: View your Task in Job Planning

1. Select Job Planning

Your newly added Task will now appear on the Job Planning Calendar.

Option B — Add directly via the Job Planning Calendar

Step 1: Create a Task from the Job Planning Calendar

1. Select Job Planning
2. Right-click on the left-hand pane to create a new Task

Step 2: Enter the Task details and save

1. Fill in the Task details
2. Select Save

Your Task will now appear on the Job Planning Calendar.