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 Service Schedules form, click Task Selection to launch 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.

   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.

Buttons

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 MapPoint to launch MapPoint applications.

Related Topics

About Scheduling

Using the Scheduling Board