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Using Appointment Tasks
Scheduling tasks in Shortcuts is a simple and effective way to block out time in your appointment book for various tasks, even those not related to appointments or services. Here’s a quick guide to help you efficiently schedule and manage tasks.
1. Select the Relevant Employee and Time Slot
- Navigate to the Employee column of the person you wish to assign the task to.
- Click on the time cell for the desired time slot.
2. Schedule a Task
- At the top center of your screen, click the "Schedule a Task" button.
- Shortcuts provides a default task, but you can also create custom tasks like Lunch, or Assisting..
3. Create a Custom Task (Optional)
- To create your own task, click the "New" button at the bottom of the task window.
- Enter a task name in the provided field.
- Optionally, adjust the default duration of the task.
- Click "Done" to save and close.
4. Finalize and Save the Task
- To finalize the task, select it and click the "Done" button at the bottom of the window.
5. Adjust Task Duration
- If you need to modify the task length, click and drag the bottom right corner of the task to make it longer or shorter.
6. Move the Task to Another Employee
- To assign the task to a different employee, click and drag the task to the relevant employee's column.
By following these simple steps, you can efficiently schedule and manage tasks in Shortcuts, ensuring that your appointment book is always up to date and properly organized.