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. Filter calendar to work you need to schedule
   1. Filter by item/item group, operation, sales rep etc. 
4. Click on Unscheduled Tasks and Visits to drop down and reveal your unscheduled Tasks and Visits.
5. 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

*Note: Some of the content in this video may reflect a previous version of SingleOps. For a more accurate guide, please refer to the steps listed above