Schedule a task

Tasks let you schedule work items for your team with specific dates and times. They appear on the calendar alongside jobs.

Create a task

1. Click Calendar in the left sidebar.
2. Click + Create and select Task from the dropdown.
3. In the Task For field at the top, click Select and choose Lead, Client, or Team Member, then pick the specific record. This is required — the Save button only appears once a record is selected.
4. Fill in the Task Details:
   • Title — a short name for the task
   • Description — optional details about what needs to be done
5. In the Assigned To section, click Select to assign one or more team members.
6. In the Schedule section, set:
   • Calendar Color — to color-code the task on the calendar
   • Start Date and End Date
   • Start Time and End Time
   • Check All Day if no specific time is needed
7. Click Save.

Edit an existing task

1. Open the Calendar and click the task you want to update.
2. Update the title, description, assignees, or schedule as needed.
3. Click Save.

Tip

Set a realistic start and end time for each task. Your team sees tasks on the calendar alongside jobs, so accurate scheduling prevents conflicts and keeps everyone’s day organized.

FAQ

What’s the difference between this and Create a task?

They’re the same flow — both create a scheduled task. This article focuses on the scheduling fields (start/end time, all-day toggle); Create a task covers the broader workflow including linking and assignees.

Should I use All Day or specific times?

Use specific times for anything date- and time-sensitive (a measure at 10am, a delivery at 2pm). Use All Day for things that just need to happen sometime that day (vendor pickup, inventory count, sample swap).

Can I extend a task across multiple days?

Yes — set the Start Date and End Date to different days. Useful for multi-day installs, training events, or trade shows. The task spans those days on the calendar.

What happens if I set a start time later than an end time?

Service Buddy will reject it — End must be after Start. Adjust the times so they make sense, or check All Day if exact times don’t matter.

Can I move a task to a different day after creating it?

Yes — open the task and update the Start/End dates, or drag the task on the calendar in Week or Day view to a new slot.

What if a task doesn’t have an exact deadline?

Leave the Schedule fields blank or check All Day. The task lives in the Unscheduled panel until you give it a date — useful for catching things you want to remember but haven’t pinned down yet.