Creating a New Calendar Task from the Calendar

Best Suited for:

• Dispatchers
• Back Office administrators
• Schedulers managing calendar‑based work

Important Information:

• Calendar Tasks can be created directly from the Calendar using a right‑click action
• The start date and time are auto‑populated based on where the Calendar Task is created
• Calendar Tasks only require a start date to appear on the Calendar
• Calendar Tasks without a specific arrival window appear in the All Day section

Process Description:

1. Open the Calendar
2. Locate the appropriate date and time
3. Right‑click to create a Calendar Task
4. Confirm scheduling details
5. Save the Calendar Task

Creating a New Calendar Task from the Calendar:

1. Click Calendar from the Navigation Bar
2. Locate the date and time slot where the Calendar Task should be scheduled
3. Right‑click the desired location on the Calendar
4. Select Calendar Task
5. Verify the auto‑populated fields:
   • Start Date
   • Start Time
6. Enter additional Calendar Task details, such as:
   • Select the "Type" of Task
     • Call
     • Email
     • Misc
   • Task description
   • Privacy
   • Recurrence
   • "Related To"
     • Customer
     • Job Number
     • Estimate Number
   • Select Save Task to create the Task
7. Select Save Task to create the Calendar Task

Additional Resources:

Calendar Overview