Scheduled Tasks are a tool to help plan ahead, set start and finish dates, assign work to crews or employees, easily monitor task progress and completion, and streamline starting Jobs in the field app.
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Pro Tip - use the |
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Planning: Schedule Tasks ahead of time and assign them only as needed by changing the status from Draft → To-do
Add Scheduled Tasks: Select
to create a new Scheduled Task
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Pro Tip: If you’re creating just a few scheduled tasks with the same Client, location, block, crew, etc., select “Save as Copy” in the Edit pop-up to save a copy, and you can quickly edit the copy to change the Task, Crew, or Block and skip starting from scratch |
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Scheduled Tasks can be merged by users in the Field App as well |
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