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. NOTE: When a 'Task Not Valid for Service' exception displays, compare the tasks and delete the task not list by clicking the RED CK
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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