Create a Dispatch using the Calendar view on the Upcoming Tab

Have more questions? Submit a request

This article provides step-by-step instructions for creating a Dispatch from the calendar on the Upcoming Tab in Work Hub.

The ability to create a new Dispatch from within the Upcoming Tab makes it easy to see and schedule work in the field. 


Create a Dispatch on the Calendar

Creating a Dispatch from the calendar is essentially the same as creating a dispatch elsewhere. Admins may prefer to use this method because using the calendar can better show which users are available during a certain time slot.

  1. Select the date and time on the calendar for when you wish to schedule a dispatch. You will be automatically routed to the Create Dispatch page.

    Select_time_on_calendar.png
  2. Choose which form you want to dispatch to one of your users.

    Work_Hub_Create_Dispatch_Choose_Form.png

    Please Note

    If the form you want does not appear it means you have not enabled dispatch for that particular form. Return to the Forms page to turn on Dispatch for the form you want.

  3. Fill out the Dispatch details and under the Assign to drop down, you will see that the Schedule for later radio button is selected and the date and time you selected on the calendar will be pre-filled into the Date Range.

    Scheduled_Dispatch.png
When would you like
this done?

You can change the type to Immediately if you decide you want to send this out right away.

Send calendar invite
via email

This will send an email to your mobile user (It uses the email address associated with their GoCanvas account) with an .ICS file attached. That allows them to add this dispatch as an event on their own calendar.

Reminder

This will send a reminder email of the upcoming scheduled dispatch at the interval indicated.

  • 10 minutes before,
  • 30 minutes before,
  • 1 hour before,
  • 2 hours before,
  • 4 hours before,
  • 8 hours before,
  • 1 day before.

After selecting Next, the following screen is where you can pre-populate fields in the form for users to see in the dispatch.

Note

You must fill out at least one field that is specific to your form.

When you are done filling out the fields you need to dispatch, select Create Dispatch.

The dispatch will then appear on the Upcoming Tab where you can edit it, assign or reassign it, or delete it.

If you choose not to assign it to anyone, the color of the block will be grey on the calendar. Newly created assigned dispatches will have a colored outline to indicate that your mobile user has not received it on their device yet. When a dispatch is received, the color will fill with the color associated with the user.

Edit_dispatch_from_calendar.png

Visit the Help Center article, "Using the Upcoming Tab in Work Hub," to learn more about scheduled dispatches.

Did we answer your question?

We'd really appreciate your feedback! Please leave your suggestions for improvement in the comments or let us know what you're looking for so we can assist you better. We want to help, but we need to understand your needs!

Articles in this section

Was this article helpful?
0 out of 0 found this helpful
Share

Comments

0 comments

Please sign in to leave a comment.