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How do I edit a scheduled task?

Click the task block on the Crew Schedule to open Task Details, make your changes and click Save Changes.

Steps​

  1. In the left menu, under Field Operations, click Scheduler.
  2. Find the task using Today, the ‹ and › arrows, and Day / Week / Month. Filter by project or worker if the schedule is busy.
  3. Click the task block. The Task Details panel opens.
  4. Change the Project, Start date & time, End date & time or Notes (optional).
  5. Click Save Changes.

The Task Details panel

Good to know​

  • You can't change the worker here. To give the work to someone else, see How do I assign crew to a task?
  • The Assigned to card shows the worker's phone number, if saved. Click it to copy it.
  • You can't choose a date in the past. The end must be later than the start.
  • A ✅ message (or Task has been updated successfully.) means it saved. A ❌ message means it didn't. A Heads up! message means only part of the change went through.

If something goes wrong​

  • End must be after start.: make the end later than the start.
  • You can't pick the date you want: dates in the past can't be chosen.