Unscheduled Jobs

Not Scheduled Section

The Not Scheduled section is located in the Filters/Unscheduled panel on the right side of the calendar. It displays approved jobs that have not yet been placed on a specific date.
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These items appear with a label showing how long ago they were approved, for example: "Approved 6 Days Ago"
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Step 1: Open the Schedule module
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Go to the Schedule module to access the calendar view.
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Step 2: Locate the Not Scheduled section
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On the right side of the page, use the Filters panel and scroll down until you find Not Scheduled.
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This section shows approved jobs that have not yet been placed on the calendar.

Step 3: Drag the job onto the calendar
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Click and hold the job listed under Not Scheduled, then drag it to the date where you want the project to begin.
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For example, if you want the project to start on April 6, drag the job and drop it onto that date in the calendar.
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Step 4: Select the crew
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After dropping the job onto the calendar, the scheduling window will open.

From there, select the crew or team member responsible for completing the work.
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Step 5: Set the work dates
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Choose the dates that will be used to complete the project.

You can schedule the work across multiple days depending on the estimated project length.
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For example:

This helps define how many workdays are needed and how the project will be distributed on the calendar.

Step 6: Review overlaps or conflicts
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As you build the schedule, the system may show overlapping times or conflicting dates.
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Review the selected dates carefully before saving to make sure the crew’s schedule is accurate.

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Step 7: Save the schedule
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Once everything looks correct, click Save.
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After saving, the system may prompt you to send confirmation emails to the client and to the assigned workers so everyone is informed of the schedule.
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Step 8: Confirm the job is no longer under Not Scheduled
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After the job has been successfully scheduled, go back to the Filters panel and check the Not Scheduled section.
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The project should no longer appear there because it has now been assigned to the calendar.

This video shows how to schedule a project from the Not Scheduled section in the Schedule module.