The quick create job panel allows for contextual job creation. Quickly create and schedule jobs from within the context of the main scheduling console while still being able to interact with the swimlanes and map.
Short Video Explainer
Create a Quick Job (2 min 03)
Using Quick Create Job
On the scheduling console, just above the job list panel, click the "Quick Create Job" button.
Figure 1. The location of the quick create job button on the scheduling console.
You will be presented with the quick create panel, where you can enter the required details about the job, i.e., job type, description, contact name, region, address and more.
Fill out all the required fields marked red. These fields will be marked green if the data entered is valid.
When the required fields have been completed, click "Save and Queue" (to add to the job to the job list–status = "Queued"), or click "Next" to be presented with a summary of the job.
Figure 2. A quick job with the save and queue plus next buttons activated.
To cancel the job, click on the small "x" button at the top-right of the quick create panel before moving on to the next stage, i.e., before clicking "Save and Queue" or "Next" button. Then confirm the cancellation.
Figure 3. The cancel confirmation notification.
Note! Past this point, the job will be either "Queued" or allocated "Pending Dispatch."
Figure 4. A quick create job waiting to be allocated to a resource.
To allocate and schedule the job, either drag-and-drop the job into a swimlane (as in Figure 5)...
Figure 5. A quick create job being dragged into a swimlane.
...Or click the "Suggest" button (the light bulb icon) to have the scheduling engine suggest a time and resource. From the suggestions, pick one by clicking on the blue marker in the swimlane.
Figure 6. The swimlanes showing potential time slots–as suggested by the suggest engine.
Also, see Vertical Swimlanes (Using Quick Create with the Vertical Swimlanes).