Creating a Schedule Item
There are three ways to create a schedule item in the scheduler.
1. Drag and Drop
The easiest way is to:
Find the date you want
Click and drag across the timeline
This automatically sets the time for your job.
2. Click to Add
You can also click directly within a date to create a job.
When using this method, you'll need to manually enter the time.
3. Add Job Button
The third option is using Add Job in the top left.
When creating a schedule item this way, you'll manually enter:
Date
Time
Schedule Item Details
Once you've created a schedule item, you can enter key information:
Name
Status
Action
You can also optionally add:
Department
Supplier
Location
Assigned users
Custom tags
Attaching Equipment
You can attach a schedule item to equipment directly from the job panel.
This allows you to:
Select equipment from your map
Assign equipment to the schedule item
For example, if a task requires a boom lift, you can attach it to the job.
This makes it easier to identify equipment conflicts within your schedule.
Date, Time & Recurring Schedule Items
Further down, you can confirm:
Date
Time
You can also create recurring schedule items.
For example:
Daily morning meetings
Weekly check-ins
Repeating tasks across multiple days
You can set schedule items to repeat daily or on specific days.
Editing Schedule Items
There are several ways to edit schedule items.
1. Drag to Adjust
To edit timing:
Unlock the schedule item
Click and drag to adjust timing
2. Edit Job Panel
You can also click directly on a job to edit:
Job details
Assignments
Notes
Add comments
Add attachments
Deleting Schedule Items
To remove a schedule item:
Select the tick box
Click Delete Selected
Daily Checklist
The daily checklist may be used if you don't want to allocate a specific time for a task, but still want it to be on a certain day.
Use the green "Daily Checklist" button on the day you want to add the item.
Click the Add button the right hand hand panel and fill out the details
Your team can then access these tasks and complete them when time allows.










