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. |
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