Scheduling & Unscheduling from the Calendar

In this article:

Schedule a Job from the Calendar

Unschedule a job from the Calendar

Scheduling from the Calendar Video

 

Schedule a Job from the Calendar

  1. Navigate the the Calendar Page
  2. Select a calendar: Month, Week, Day, a Sales Calendar, or a Crew Calendar
  3. Click on Unscheduled Tasks and Visits to drop down and reveal your unscheduled Tasks and Visits.
  4. Drag and drop the active Jobs/Tasks into preferred time/day/user. This automatically assigns this Job or Task to that specific Sales Rep or Crew Member.

 

Unschedule a job from the Calendar

  1. To unschedule a Job/Task while in the Calendar View, click the Job/Task to open.
  2. Click the red Unschedule button. The Job/Task will return to the Unscheduled Tasks and Visits line in the calendar. 

*Note: Recurring Jobs which were scheduled out of Unscheduled TBD Visits for the month will return to the Unscheduled TBD Visit section.

 

Scheduling from the Calendar Video

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