Use the task calendar to plan when work happens and who performs it. Scheduling is per site-switch sites in the sidebar if you operate multiple facilities.
Open the calendar
Go to Calendar in the sidebar. You can also reach related views from Map; filters may carry over when switching between calendar and map.
Group by vehicle or driver
Choose whether rows represent vehicles or drivers. Use filters to focus on one driver or vehicle when the schedule is busy.
Schedule a task
Find the task (from the calendar, job details, or tasks list).
Place it on the correct day (drag and drop where supported, or use the task schedule controls).
Assign a driver and vehicle.
When a transport task has a date, driver, and vehicle, it typically moves to Assigned. Drivers can then perform collection from the task details or mobile view.
Unscheduled work
Tasks in Unscheduled status appear in scheduling views until they have a date. Confirm job tasks and allocations on the job before scheduling if the wizard flagged missing allocations.
Drivers on mobile
Drivers opening Map or Calendar may see only their own assignments. Office users see the full site schedule.