Scheduling Tasks - My Daily Task List

Schedule tasks for your technicians so they know exactly what they are suppose to work on every day.

Step 1:

When a task is created that you want to schedule for one of your team members, from the dropdown arrow on the homescreen, select Schedule Date

Step 2:

Select the scheduled date from the calendar and assign it to the appropriate team member.

Step 3: 

Users with scheduled tasks can view their tasks each day on their homescreen by setting their app preferences or filtering to 'My Daily Task List'.

Step 4:

A 'My Daily Task List' Report can also be scheduled and emailed to team members on a daily basis.  To do this, go to Admin / Report Builder. Select the 'My Daily Task List' option and set up the report following these instructions.