Selecting Tasks to Display on the Scheduling Board

On the Calendar Scheduling form, click Task Selection to open the Task Selection form.
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.
Use these buttons in the Select Tasks To Add section:

SRO/Incident Button

Click this button to open the Select Additional Tasks modal form, which allows the user to manually add service orders.

Campaign

Click this button to open the Campaigns form, where you can record information for leads and opportunities.

Opportunity

Click this button to open the Opportunities form, where you can create and track sales opportunities.

Lead

Click this button to open the Leads form, where you can create a sales lead.

Activity Button

Click this button to open the Activities form, where you can add an activity.

Additional Filters Button

Click this button to open 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.
Select Include Misc Time to include any appointments set up as Miscellaneous.
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.