Task scheduling lets you assign specific tasks to specific days on a job. This makes it easier for crews to enter time to the right work and keeps daily production clear for everyone in the field.
How to Turn On Task Scheduling
Task scheduling must be enabled by an admin.
- Click the three dots in the top menu
- Go to Settings
- Open Scheduling
- Enable Assigning Tasks to Events
- Press Save
Once this is turned on, task scheduling becomes available on the schedule.
Scheduling Tasks to a Job
Go to the Schedule page and place a job on the calendar. Open the job and you will now see an option to assign tasks to the event.
These tasks come from the task list that was originally set up on the job.
- Click Assign Tasks to Event
- Select the tasks planned for that day
- Press Done
The selected tasks will now appear on the job for that date. If a task was added by mistake, you can remove it by clicking the X next to the task.
Save the job once everything is set.
Assigning a Crew to the Job
After tasks are scheduled, assign a crew to the job like normal. When you expand the job, you will see the scheduled tasks listed under it.
What Employees See
From the employee side, scheduled tasks appear automatically when they enter time.
When a foreman or employee goes to enter time on a scheduled job, they will see the tasks that were scheduled for that day. They can select one of those tasks and enter time quickly without searching through a long task list.
If needed, they can still access unscheduled tasks, but the scheduled ones are placed front and center.
Entering Time From the Schedule
Employees can also enter time directly from their schedule. When they open a job for the day, the scheduled tasks are already there. Selecting a task pulls the job and task together, making time entry faster and cleaner.
Why Task Scheduling Helps
Scheduling tasks puts the right work in front of the crew on the right day. It reduces missed tasks, speeds up time entry, and gives better visibility into what work was planned versus what was completed.