Scheduling

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Scheduling is a fully integrated resource management and task list that enables coordination, tracking and management of staff and other resources.

 

Security for Scheduling should also be set up.

 

schedule in ribbon

 

Tip

If Scheduling is used most frequently, click and hold on Scheduling in the navigation tree on the left, and drag it to the top of the tree. This will reopen the Schedule to the last view selected when logging on to Jim2.

 

drag schedule

 

Scheduling instantly shows what teams are up to. View, edit and add new tasks, which include meetings, phone calls, appointments, etc. all linked to Jim2 stored information, including jobs, projects, quotes and cardfiles.

 

schedule hover

 

The red exclamation mark over the people/person icon indicates that the task has not yet been confirmed by the user.

 

Info

Note: Once a job has been invoiced, it will disappear from the Schedule.

 

hmtoggle_arrow1Simplified resource management

 

hmtoggle_arrow1Scheduled tasks reminder

 

Right click options in the Nav Tree

right click schedule

 

After the top 3 (which are self explanatory), these options mirror what is on the ribbon in the Accounts tab, except for the last tab, which will Reset to Default, ie. return the Schedule to the original setup.

 

Further Information

Scheduling Security

Scheduling in the Ribbon

General Layout

Grouping and Filters Group

Manage Views

Scheduling Reports

Add a New Task

The Task List

To-Do Tasks

Synchronise with Outlook