An activity can be used to book unscheduled actions. Activities are scheduled like jobs but are not customer related. Examples include admin work, meal breaks, an oil change for a car, childcare visits, or dental appointments.
Activities can be created by a scheduler (via the web app) or a resource (via the mobile app).
Tip! If you do not see the option to create an activity, chances are the required admin setting is not enabled. Refer to Admin Settings: Mobile Configuration.
Short Video Explainer
Skedulo X Activities (1 min 40)
Creating an Activity on Skedulo X
To create an activity, tap on the large white "plus" icon in the top-right corner of the app. A pop-up menu will open with the option to create a new "Activity." Tapping activity opens the "Create activity" view. Here, you can add details about the activity being submitted.
These details include:
- Start date.
- Duration (minutes).
Once completed, tap on the checkmark (or tick) button to save the activity. The activity will then be shown on the agenda and calendar views for the day set in the start date field.
Figure 1. How to create an activity in Skedulo X.
Note: Unlike jobs, activities have no status and cannot be changed after they have been created.
Deleting an Activity on Skedulo X
To delete an activity perform the following:
- Locate and tap on the activity to open its details.
- Tap on the small trash can, at the top-right of the view (under the blue nav bar).
- Tap on "Yes" to confirm the deletion (or tap "No" to cancel).
Figure 2. How to delete an activity in Skedulo X.
Also, see Admin Settings: Mobile Configuration.