Schedule a Task or Quote

Schedule a Task or Quote from within the worksheet in AroFlo Field

Updated on November 3rd, 2023

You have two options when wanting to schedule a task or quote using AroFlo Field:

  1. Use Field Scheduling
  2. Schedule within a Task/Quote.

To schedule within a task/quote:

Task

The easiest way to add a schedule on a task is using the task shortcuts button, but you can also use the More button (see next tab).

Want to view schedules first?
If you want to view schedules first before adding one, use the More tab > Schedules.

 
  1. Tap the (green plus button)
  2. Tap Add Schedule.
  3. By default, the assigned resource will be yourself. If assigning to a different resource, or adding multiple resources, tap (Search) to select Resources.
  4. Tap the Date field and make a selection from the date picker.
  5. Either type or use the time picker to enter the Start and Finish Time you want to schedule the resource for.
  6. (optional) enter a Schedule Note
  7. Create Schedule.
 
 

Task/Quote

  1. Tap the More tab ()
  2. Tap Schedules (see image).
  3. Tap the(green plus button)
  4. By default, the assigned resource will be yourself. If assigning to a different resource, or adding multiple resources, tap (Search) to select Resources.
  5. Tap the Date field and make a selection from the date picker.
  6. Either type or use the time picker to enter the Start and Finish Time you want to schedule the resource for.
  7. (optional) enter a Schedule Note
  8. Create Schedule.
 
 

Repeat this process to add more schedules if necessary

Schedules will appear underneath All Upcoming Schedules and will be grouped by day.

Show today only

To show today's schedules only, tap > Today.

 

 

Edit or Delete a schedule

Tap a schedule to edit it.

See Field Scheduling - Delete or Edit a Schedule for more information

 

Schedule a project task

Tasks that form part of a project that is being managed via a Gantt chart will have a banner at the top of the Schedules area, showing the task duration as it appears on the Gantt chart.

 

You can schedule these tasks just like you do any other tasks (see above), but if you schedule the work for a date that falls outside of the stated duration, you'll receive a warning message that gives you the option to continue, or to cancel.

 

If you continue, the schedule you create will be locked.

 

Assign to Myself

If you want to assign a task to yourself:
 

  1. Create a task or select an existing one
  2. Tap the More tab ()
  3. Tap Resources
  4. Tap Assign to Myself
  5. Save Assigned Resources.