Selecting Tasks to Display on the Scheduling Board

Use the Task Selection modal form to decide which tasks are displayed on the Scheduling board. Follow these steps to add tasks to the Scheduling board:

  1. On the Calendar Scheduling form, click Task Selection to open the Task Selection form.
  2. Specify this information in the Selection Override section:
    Select Tasks
    Select this option to show only the tasks listed in the grid on the scheduling board when you click Apply To Display.
    All Tasks
    Select this option to show all scheduled tasks on the scheduling board when you click Apply To Display.
    Note: All fields are disabled and filters are reset after selecting this option.
  3. Use these buttons in the Select Tasks To Add section:
    SRO Button
    Click this button to launch the Select Additional Tasks modal form, which allows the user to manually add service orders.
    Incident Button
    Click this button to launch the Incidents form in filter mode and return the current incident upon closing the form.
    Campaign
    Click this button to launch the Campaigns form, where you can record information for leads and opportunities.
    Additional Filters Button
    Click this button to launch the Add Tasks modal form and add all incidents and SROs, down to the transaction level.
    Add All Button
    Click this button to add all incidents and SROs, down to the transaction level.
  4. Select Include Misc Time to include any appointments set up as Miscellaneous.
  5. Click Apply To Display to close the form, causing the Scheduling board to only show appointments listed in the task list grid.

Use the buttons on this form as described here:

  • Click Remove Selected to remove the selected line in the grid from the task list.
  • Click Remove All to clear the grid.
  • Click Map to open the Map form.
Related topics