You have two options when wanting to schedule a task or quote using AroFlo Field:
- Use Field Scheduling
- 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.
- Tap the
(green plus button) - Tap Add Schedule.
- By default, the assigned resource will be yourself. If assigning to a different resource, or adding multiple resources, tap
(Search) to select Resources. - Tap the Date field and make a selection from the date picker.
- Either type or use the time picker to enter the Start and Finish Time you want to schedule the resource for.
- (optional) enter a Schedule Note
- Create Schedule.
Task/Quote
- Tap the More tab (
) - Tap Schedules (see image).
- Tap the(green plus button)
- By default, the assigned resource will be yourself. If assigning to a different resource, or adding multiple resources, tap (Search) to select Resources.
- Tap the Date field and make a selection from the date picker.
- Either type or use the time picker to enter the Start and Finish Time you want to schedule the resource for.
- (optional) enter a Schedule Note
- 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:
|
  |