Creating a New Calendar Task from the Dispatch Grid

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:

1. Open the Dispatch Grid
2. Locate the appropriate technician row and time slot
3. Right‑click the grid to initiate Task creation
4. Confirm auto‑populated scheduling fields
5. Complete required Task details and save

Creating a New Task from the Dispatch Grid:

1. Navigate to Dispatch > Dispatch Grid
2. Locate the technician row and time slot where the Task should be scheduled
3. Right‑click the desired cell on the grid
4. Select Task from the menu
5. Verify the auto‑populated fields:
   • Start Date
   • Start Time
   • Assigned Technician
6. Enter additional task details, such as:
   • Select the "Type" of Task
     • Call
     • Email
     • Misc
   • Task description
   • Privacy
   • Recurrence
   • "Related To"
     • Customer
     • Job Number
     • Estimate Number
7. 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

Additional Resources:

Dispatch Grid Overview