Adding Tasks to a Schedule

Adding Tasks to a Schedule

To add tasks to a schedule: Depending on account set up, the service selected for the visit limits the tasks selection to that service.

1.

Navigate to the Scheduling Overview screen.

Main Menu > Scheduling

2.

Choose the search filters matching the criteria for the schedule.

3.

Click Refresh.

4.

Locate the schedule in the results list.

5.

Click the Tasks tab.

6.

Click Add Task.

7.

Select the tasks to be added to the schedule.

The tasks displayed may be limited based on the service selected.

8.

Click Save.

• SAM Manual.5.log-1524159190.zip40 KB
• SAM Manual.5.log-1524159190.zip40 KB
• SAM Manual.5.log-1524159190.zip40 KB
• SAM Manual.5.log-1524159190.zip40 KB
• SAM Manual.5.log-1524159190.zip40 KB
• SAM Manual.5.log-1524159190.zip40 KB