Manage Tasks in Schedules

Depending on account set up, the service selected for the visit limits the tasks selection to that service.

To add tasks to a schedule:

1. Go to 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.

   

To remove a task that was incorrectly added or no longer required:

1. Go to 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 on the task to be removed.

7. Click Remove Task.