Creating a Calendar Task on the Worker App

Best Suited for:

• Field technicians managing daily tasks
• Mobile users scheduling calls, emails, or miscellaneous activities

Important Information:

• Task types include Call, Email, and Miscellaneous
• Tasks are automatically assigned to the creator but can be reassigned or assigned to include others
• Once created, the "Description" field cannot be edited in the worker app
• Visibility settings determine who can view the task

Process Description:

• Choose the appropriate task type
• Add a clear description of the task
• Adjust visibility settings based on who should see the task

Step-by-Step Instruction

1. On the "Home" screen, tap the blue + button in the lower right corner
2. Select Task
3. Choose one of the following task types: Call, Email, or Miscellaneous
4. Set the start date and end date
5. Set the start time and end time
6. Review or update the assigned technician
7. Enter the Description with task details
8. Toggle Visible to everyone if the task should be visible to others
9. Tap Save to create the task