Tasks only have an expected end date; they do not come with a schedule for completing them. To schedule Tasks and make them available to users, you must combine one or more Tasks and create an Event. Events are collated and appear as a calendar Schedule to the assigned Office users and Field users.

Scheduling Events with care goes a long way in ensuring there are minimal or no delays in executing projects and finishing labor within the quoted labor hours. Take particular care about the travel time for the resources and the availability of the customer at the site when you schedule tasks.

Before you schedule Events, you can check out this article about defining Project Tasks to make sure that you have all the required information added to the Tasks.

To add an Event:

  1. Go to Schedule in the Project view and click the “Plus icon” for the day you want to schedule the Event.

  2. Set the time and type for the Event and add the Tasks that must be completed during the Event. When you add multiple Tasks, all assigned resources are automatically added to the Event. You can always add more resources if you need them.

  3. Click “Create” to add and schedule the Event.

Scheduling Events generates emails for all resources included in the Event. Resources can click the schedule in the email to see the details of the Event.

Check out this article about how Tasks and Schedules appear to users.

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