Schedule a Folder

Introduction

Web users can schedule folders to mobile users, and mobile users can access those folders from anywhere! A folder can be scheduled from the web to one user, or to an entire team, depending on how your department works.

Scheduling from the web isn't the only way to schedule folders. Mobile users can schedule new folders or edit their existing schedule. Scheduling will go a long way to keeping your mobile device organized.

Schedule a Folder

Mobile Instructions

All folders created in the mobile application will automatically be added to your schedule. When do you need to complete the folder? Who else on your team needs the folder added to their schedules? Your call!

1. Tap Folders from the Main Menu.
2. Tap +.
3. Fill in the New Folder details as desired:
   • Folder ID: If you do not enter a specific ID, we will auto generate one for you.
   • Folder Type: Required, Select the type of folder you'd like to create.
   • Account: Required.
   • Location
   • Description
   • Schedule Details: Select a start and end time to schedule your folder. You can also add a note for the person(s) you share the folder with.
   • Share Folder With: Select people to share the folder with. The folder will display in their schedule as well as yours.
4. Tap Create Folder.

Web Instructions

To schedule an existing folder:

1. Click Calendar from the main menu.
2. Click on any empty area on any day on the calendar within the row of the desired user. Click and drag to the left or right to schedule the folder across multiple days.
3. Once you've clicked the correct day(s) on the calendar, you can schedule an existing folder by providing the Existing Folder ID. Enter the first few letters or numbers of the folder you want to schedule. Then select the appropriate folder from the list that appears below.
4. The new schedule will highlight in blue. Click Add Row to add more schedules. For each schedule select the user, start time, end time and note (if needed).
5. Click Save Schedule.

To schedule a new folder:

1. Click Calendar from the main menu.
2. Click on any empty area on any day on the calendar within the row of the desired user. Click and drag to the left or right to schedule the folder across multiple days.
3. Once you've clicked the correct day(s) on the calendar, you can create a new folder by clicking Create New.
4. Click Choose a Folder Type and select the type of folder you want to create.
5. Enter the first few letters or numbers of the account you want to create the folder in. Then select the appropriate account from the list that appears below.
6. Add the schedules you want on the new folder by selecting the user, start time, end time and note (if needed). Click Add Row to add more schedules.
7. Click Save Schedule.

To Schedule within a Folder:

1. Navigate to the individual folder from anywhere within the application.
2. Click on the Schedule tab (with the calendar).
3. Click Add to add a schedule.
4. Fill in the schedule details as necessary.
5. Click Create Schedule after all changes are made.