Auto-Scheduling Tasks

Path: Organization > Task > Records / Identity Tab

All Tasks are eligible for selection on the Auto-Schedule Rules window. If you want to restrict Task assignment to Technicians assigned to Zones, mark the Zone Related check box on the Task window.

Tasks marked as Zone Related can be Auto-Scheduled even without a Trade specified on the Task record; however, WebTMA does not auto-assign a Trade for Zones even if the Trade is set up on the Auto Schedule Rule record.

See Auto-Scheduling and Zones Window for more information about Zones and Auto Schedules.

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