Scheduling a Job

Navigate to the job you want to schedule and then click on the Schedule tab.

Click on the green Add button in the top right corner.

You must provide a title for each schedule item, all the other fields are not required.

Add notes to the schedule, so that whoever you assign to the job can see them.

Pick a start and end date and then choose one or multiple assignees from the list. These can either be staff members, any contact or a user.

Once you've filled out the details, click Add to create the schedule item and close the window. Or click Add + to create the item, and then keep the window open to add another.

Your new schedule item will then pop up in the Job schedule.

If you provided a date for this schedule and assigned it to a staff member, it will show up on their My Jobs panel on their Dashboard.

You can also edit, add or remove assignees and remove the schedule item from this window.