Best Suited for:
- Dispatchers
- Back Office administrators
- Schedulers managing daily technician assignments
Important Information:
- Calendar Tasks can be created directly from the Dispatch Grid using a right‑click action
- The date, time, and technician are auto‑populated based on where the Task is created on the grid
- For a task to remain visible on the Dispatch Grid, it must have:
- An assigned technician
- A specific date and time saved
- Tasks missing either value are moved to the Bullpen
Process Description:
- Open the Dispatch Grid
- Locate the appropriate technician row and time slot
- Right‑click the grid to initiate Task creation
- Confirm auto‑populated scheduling fields
- Complete required Task details and save
Creating a New Task from the Dispatch Grid:
- Navigate to Dispatch > Dispatch Grid
- Locate the technician row and time slot where the Task should be scheduled
- Right‑click the desired cell on the grid
- Select Task from the menu
-
Verify the auto‑populated fields:
- Start Date
- Start Time
- Assigned Technician
-
Enter additional task details, such as:
- Select the "Type" of Task
- Call
- Misc
- Task description
- Privacy
- Recurrence
- "Related To"
- Customer
- Job Number
- Estimate Number
- Select the "Type" of Task
- Select Save Task to create the Calendar Task
What Happens After Saving:
- The task remains visible on the Dispatch Grid when all required scheduling fields are saved
- Tasks missing a technician or time are moved to the Bullpen for further scheduling