Tasks only have an expected end date; they do not have a schedule for completing them. To schedule and make tasks 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 ensures minimal or no delays in executing projects and finishing labor within the quoted labor hours. When scheduling, care about the travel time for the resources and the customer's availability at the site.
To add an event:
1/ Go to the "Plan > Scheduling" in the Project Details view.
By default, the Scheduling view shows the current month. You can:
Switch the Scheduling view to the current day or current week.
View the schedule for the Office users and Field users in the Cloud account.
Filter the schedule by specific users.
See service events, days without any events, and events scheduled on non-working days.
2/ Click on the day on which you want to schedule the event.
3/ Set the time window and select the type for the event.
4/ Add the tasks that must be completed during the event. All assigned resources are automatically added to the event.
5/ Select the type of event: Site Visit, Installation, or Service.
6/ Add more resources if needed.
7/ Click “Create” to add and schedule the event.
Once you schedule an event, an email is sent to all resources included in the event. The resources can click the schedule in the email to see the event details.