The "Quick-start" series of articles enables you to go from setting up resources to dispatching your first job in a few short steps.
- Quick-start 1: The Onboarding Wizard.
- Quick-start 2: How to Set Up Resources.
- Quick-start 3: Creating Jobs (you're here!)
- Quick-start 4: Dispatching Jobs.
Once you've gone through "How to Set Up Resources," this next article will take you through creating your first job.
Important! Before creating a job, you should have completed the following tasks:
- You've installed Skedulo into your Salesforce org.
- You've set up at least one resource.
Short Video Explainers
The Scheduling Console (2 min 35)
Create a Quick Job (2 min 03)
Create a Job (1 min 37)
Allocate a Job (2 min 46)
Using a web browser, open the Skedulo web app. You can immediately start creating jobs by going to the scheduling console and clicking the "Quick Create Job" button, located just above the job list in the scheduling console's swimlane view.
Figure 1. The quick create job button in the scheduling console.
Fill in details about the job and click "Next" (you can revisit these details later via the job details view).
Figure 2. An empty job form awaiting completion.
You are now prompted to "Drag to schedule." So, using the mouse, drag-and-drop the job card into a swimlane.
To allocate the job to a specific resource, drop the card into their associated swimlane.
Figure 3. How to drag-and-drop a job card into a swimlane.
Once in a swimlane, you can move or re-size the job to get the desired resource, job location, duration, and start time.
Figure 4. A job being manipulated in the swimlane in steps of five minutes.
Clicking the job name (or job number) will redirect you to the job details view. Here you can fine-tune the details by adding resources, adjusting times, adding attachments, etc.
Also, see Quick Create Job.
An alternate way to create a job is via the ever-present "Create Job" button. Find it at the top-right of the scheduling console next to the global search box (the "+" icon).
Creating a job this way opens the "Create Job" page. You'll need to complete all the "required fields" (marked red) before you can save and schedule it.
Also, see Create Job.
In the job details view, you will find (and be able to populate) all the details of the job. For example, the job type, description, region, and urgency, along with an associated account, contact and location/address–you can also allocate a date and time if this information is known to you.
Also, see Job Details.
Within this view you can also create a recurring schedule, e.g., My job must be completed every two days until eight occurrences are created, and they cannot occur on weekends or holidays.
Also, see Recurring Schedules.