Adding Tasks

Introduction

A Task lets you assign staff time to non-billable activities during work hours (e.g. dropping off a vehicle for regular maintenance). This is different from a Time Block, which marks time on the Scheduler board and tells you when a staff person is not available during work hours (e.g. annual leave, sick leave, etc.)

Located on the Scheduler board, the Task tool lets you:

• name a task
• assign staff
• identify the start and end dates and times.

1 Locating the Scheduler board

You can access the Task tool from the Scheduler board.

1. Scroll up to the top of the page and locate the main menu bar.
2. Click Scheduler. The Scheduler board displays.
3. Locate the blue buttons at the top of the page.
4. Click ADD JOB. A job panel displays on the left side of the page.

2 Opening the Task panel

With the job panel open, click the Task tab in the top menu.

3 Creating a Task

1. Enter information inside the Task panel.
2. Click Save.

4 Viewing a Task on the Scheduler board

To view a Task on the Scheduler board, select the correct date in the Date Picker.

5 Updating a Task

All information inside a Task with a future start date can be updated.

1. To change the assigned staff, go to the Scheduler board and drag the Task to a new staff person.
2. Click a Task on the Scheduler board one time to open the Details panel. This where you can update information like start time and description.
3. Click Update to save.

Tasks which involve past activities can be partially updated. You can’t change staff allocations, but you can modify information in the DETAILS panel.