In this article:
Schedule a Job from the Calendar
- Navigate the the Calendar Page
- Select a calendar: Month, Week, Day, a Sales Calendar, or a Crew Calendar
- Click on Unscheduled Tasks and Visits to drop down and reveal your unscheduled Tasks and Visits.
- 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
- To unschedule a Job/Task while in the Calendar View, click the Job/Task to open.
- 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.