Skedulo mobile app versions and availability
Skedulo mobile app versions, availability, and support status.
Skedulo mobile app versions, availability, and support status.
View and create job types in the Skedulo web app.
How to create new job types in the web app.
Learn how to start installing and setting up Skedulo Pulse Platform.
Get to know the availability console and how to access it.
Configure custom fields for jobs in Skedulo for Salesforce.
A step-by-step guide on how to add new resources in Skedulo using Salesforce.
Allocate resources to work using the Skedulo web app.
How to cancel or reschedule a job.
How to customize mobile extensions in the web app.
View and configure your personal display defaults in the Skedulo web app.
Manage the users in your team and preferences for how the web app displays.
Confirm device compatibility for the Skedulo Plus mobile app.
Check that your mobile device can run the Skedulo v2 mobile app.
Learn how to use activities effectively in the Skedulo web app.
Learn how to create and edit shifts to improve your allocation process.
How to create and edit shifts in the Skedulo web app.
Create and manage your web extensions.
Learn how to create and manage work in the Skedulo web app.
Discover how you can manage work in the Skedulo web app.
Create and update work in the Skedulo web app.
How to create a recurring schedule.
How to create regions using Skedulo and Salesforce.
Create mobile forms for the Skedulo Plus mobile application using the Form Builder in the Skedulo web app.
Customize mobile app settings to suit your organization.
Edit your contact number and address in the Skedulo Plus mobile app.
Enable the notifications center to view an availability or unavailability request from a resource.
Using the enhanced data export functionality to customize the data you extract from Skedulo.
How to use filter bar.
View resource schedules using the new swimlane that lets you see the work list and details panel simultaneously.
View and manage from a list or details panel in the Work list.
Getting started with the Skedulo Deskless Productivity Cloud
Introduction to the Skedulo mobile app
Install the Skedulo package and set up the Skedulo environment in your Salesforce org.
Install and set up the Skedulo v2 mobile app
Learn how to start installing and setting up Skedulo for Salesforce.
Overview of the Skedulo Plus mobile app.
Get to know the options for creating mobile forms using Form Builder in Skedulo for Salesforce.
An introduction to optimization recipes and core concepts.
Learn more about what Skedulo Plus product extensions are and what you can do with them.
Overview of the Teams and Crews extension.
Introduction to the Form Builder for Skedulo Plus forms.
Create mobile forms for the Skedulo Plus mobile application using the Form Builder in the Skedulo Pulse Platform.
Get to know the features of the Pulse Scheduling Experience and how to use them.
An overview of the job workflow in the Skedulo v2 mobile app
How the Skedulo mobile app handles data while offline
Go deeper with route optimization.
Manage availability to decide when a resource is available or unavailable for work.
How to manage availability and unavailability in the Skedulo web app.
Manage availability and unavailability types using Salesforce.
Learn about people and asset resources and how to manage them.
Explore our user types and how to manage them in Skedulo.
Dive deeper into the Route Optimization feature.
A step-by-step guide on how to complete the onboarding wizard.
Discover the record access policies feature and how to use it to control data access.
Find your team name to log into the Skedulo Plus mobile app.
Learn more about schedule rules and schedule conflict alerts.
Explore basic steps to set up and verify a Skedulo account and team.
Setting up your profile in the Skedulo v2 mobile app
Skedulo v2 mobile app user guide for deskless workers
An overview of Skedulo standard roles.
The Teams and Crews extension for quick and easy scheduling of work for groups of resources.
General information about the activities console.
Discover the Dynamic Messaging feature and how to use it.
View and manage work from the Schedule Calendar view.
Learn about user roles and permissions in Skedulo.
View your agenda and calendar in the Skedulo Plus mobile app.
View your agenda and calendar in the Skedulo v2 mobile app
How to view authentication information.
View work notifications in the Skedulo v2 mobile app
Learn how to view schedule rule conflicts.
Explore how to view schedules in the scheduling console of the Skedulo web app.
How to view shifts in the Skedulo Plus mobile app.
View shifts in the Skedulo v2 mobile app
View and manage Work in the Calendar view and the work console.
Use the data loader to bulk import or update users from a CSV file
Use the data loader to export data from Skedulo.
Create work using the quick job create panel.
Accept and start work items in the Skedulo Plus mobile app.
Open the job details page in the Skedulo v2 mobile app
Show or hide the Account fields in Skedulo v2 mobile app.
Configure and customize push and SMS notifications sent to the Skedulo mobile app.
Grant availability permission to resources.
Manage your messaging settings.
Customize, save, and share filtered views of work in the Work list.
Check if your web browser is compatible with the Skedulo Pulse Platform.
Create a simple data-capture form with Form Builder in the Skedulo Pulse Platform.
How to create a mobile form that collects data to add new data records.
Learn how to create a new global or regional holiday record.
Configure job and work settings.
Discover what shifts are in Skedulo and how to use them.
Creating and editing jobs, shifts, and activities
Use activities to reserve time when a resource is unavailable for job allocations.
Discover how you can manage work in Skedulo for Salesforce.
Export data from Skedulo using data export templates.
Create mobile forms for the Skedulo Plus mobile application using the Form Builder.
Create a new job with the Skedulo v2 mobile app
How to create a new resource in the Skedulo web app.
Create schedules in the Skedulo web app.
How to create work in the Skedulo web app.
View and manage teams on the Skedulo Pulse Platform.
Customize the swimlane settings in different saved views to suit your preferences.
How to deallocate or unschedule a job.
Assign a user to perform system actions via the API.
How to view shifts in the Schedule console, job details view, or job page.
Download and install the Skedulo Plus mobile app.
Edit your resource profile from the More Options menu
Enable shift notifications and receive them on the Skedulo Plus mobile app.
Enable shift notifications and receive them on the Skedulo v2 mobile app
Learn what custom roles and functional permissions are and how should you use them.
Get the mobile app and log in to start work.
How to use global search bar.
Discover Salesforce and Skedulo licensing, and learn how to assign a Skedulo license to a Salesforce user.
How to install and configure a Skedulo Plus product extension.
Log in to the Skedulo v2 mobile app using a Pulse Platform or Salesforce team name
How to log into Skedulo for Salesforce.
Manage activities in the Skedulo v2 mobile app
How to manage availability and unavailability in Skedulo for Salesforce.
View, edit, delete a record access policy.
Create, view, and edit the resource categories in Salesforce.
Learn to resolve or edit a rule conflict.
How to update a job’s status to complete.
Use Dynamic Messaging in the Skedulo v2 mobile app
Use the minimize disruption objective to prioritize jobs that already have a specific resource assigned to them.
A step-by-step guide on how to set up your resources.
Create a new availability request.
View schedules, create work, and manage allocations using the Pulse Scheduling Experience swimlane.
Get to know the scheduling console.
Set usage preferences for the Skedulo Plus mobile app.
Customize mobile app settings to suit your organization.
Troubleshooting and FAQs for the Skedulo Plus mobile app.
View and manage work from the Work console.
View a summary of work information using work cards.
How to view a recurring schedule.
Set a limit on the number of hours a resource can be scheduled to work.
Create an availability pattern for a team before allocating work.
Create, update, and manage Skedulo Pulse Platform user accounts.
Use optimization recipes to define scheduling objectives.
View and manage work details in the Skedulo web app.
How to change the Salesforce session inactivity timeout period.
A walkthrough of the onboarding wizard to set up your organization with Skedulo.
Show or hide the Account fields in Skedulo Plus.
Set the default values for the Optimization and Suggest features.
How to create a mobile form that collects data to update the job record with which it is associated.
Create mobile forms with data mapping to collect new data records in the Skedulo Pulse Platform.
Discover what activities are in Skedulo and how to use them.
A step-by-step guide on how to set up Skedulo users in Salesforce.
Create and manage shift offers in the Skedulo web app.
Create API tokens for use with the Skedulo APIs.
Create custom user roles and define functional permissions to control access to application features and data.
Create mobile forms in Skedulo for Salesforce.
How to customize your job scheduling workflow.
Decline or cancel a job in the Skedulo v2 mobile app
Notify resources of work using the Skedulo web app.
How to make changes to your user profile and app preferences in Skedulo Plus.
Answers and explanations for common questions about the rules service.
Log into the Skedulo Plus mobile app.
Log in to the Skedulo v2 mobile app using a Salesforce username
Manage availability and unavailability in the Skedulo v2 mobile app
How to manage exceptions in the Exceptions console.
View, add, edit, or delete policy rules.
How to change or modify the recurring schedule.
Create regions to get started with Skedulo for Salesforce.
Understand and manage resource requirements in the Skedulo web app.
Manage shifts in the Skedulo Plus mobile app.
Manage shifts in the Skedulo v2 mobile app
Learn about tags and how to create a new tag.
View, add, edit, and remove resources from a team.
Assign a resource to multiple regions.
Support for local numbers and short codes for SMS delivery.
Use the balanced workload objective to distribute work equally between resources.
Access your Salesforce organization from within the Skedulo web app.
A step-by-step guide on how to create your first job.
How to restore a job that has been canceled.
Customize the display of navigation menu for different roles.
Allocate work to resources in the new swimlane from the work list.
View schedules, create work, and manage allocations using the Pulse Scheduling Experience Work list.
Create and use scheduled optimization.
Set your Skedulo v2 mobile app preferences in the Settings screen
Enable resources to create new jobs from the Skedulo Plus app.
Get to know the status panel and how to use it.
Submit a support request.
The new job details page in the Skedulo v2 mobile app
How to use availability patterns.
Use a saved data export template to export data from Skedulo.
View, add, and delete resource tags.
How to use Suggest feature.
Perform scheduling actions on items in the Work list.
Make changes to the behavior of the Skedulo web app.
View and manage resource availability in Skedulo for Salesforce.
View and interact with a job in the Skedulo Plus mobile app.
Administration and configuration settings for Skedulo Plus.
How to customize your scheduling workflow for offers.
Install and use Skedulo’s product extensions to expand the functionality available to your resources.
View, add, and delete attachments in the Skedulo web app.
Learn how to turn scheduling rules on or off.
Allocate a team to work from the work item’s detail or schedule page.
Allocate and dispatch work using the Skedulo web app.
A list of components available in the Skedulo Plus Form Builder for creating mobile forms.
Manage how push and sms notifications and messaging works in your team.
Create mobile forms with data mapping to update the job record in the Skedulo Pulse Platform.
Create a job template to automatically pre-fill specific fields with predefined data.
Customize mobile app layout to suit your team’s requirements.
Define and view a resource’s working hours.
Create work by copying an existing work item.
How to enable and manage job products.
Explore definitions and explanations of key terms and abbreviations used within the Skedulo platform.
Learn how to view and manage a horizontal swimlane in the Scheduling console.
The jobs at this location feature in the Skedulo v2 mobile app
How to log into the Skedulo Pulse Platform.
View, create, allocate, and schedule assets.
How to manage availability.
Get to know about resources and assets and how to manage them in the Skedulo web app.
How to manage Salesforce account and location resource scores.
Managing resource availability, scheduling, and optimizing schedules with Mastermind.
Receive and claim shift offers in the Skedulo Plus app.
View, add, and change user permissions in Salesforce.
Learn how to manage user roles, their permissions, and access.
Manage users in Skedulo for Salesforce
View jobs and offers, and update work items in Skedulo Plus mobile app.
Use the travel time objective to minimize the travel time for resources.
Run one-off optimization from the swimlane view.
A step-by-step guide on how to dispatch your first job.
Learn about record access policy templates.
Set up Skedulo v2 mobile app notifications
Install and use Skedulo’s Create follow-up job product extension to enable resources to create follow-up jobs on the mobile app.
Swap a job using the Skedulo v2 mobile app
How to find the cause and fix for issues with rules and conflicts.
Learn to use the global search and filter bar.
Set the default units of measure, region, and other preferences for the web app.
View and interact with work offers in the Skedulo Plus mobile app.
Configure custom fields for work in the Skedulo web app.
Understand and use time constraints in the Skedulo web app.
Add attachments to work items in the Skedulo Plus mobile app.
Add or change a profile image in Salesforce.
Using the Team Schedule to allocate work in the same way as you would with the Pulse Scheduling Experience.
Use the Form Builder to create a custom mobile form for the Skedulo Plus mobile application using components.
Manage the settings for Salesforce Chatter integrations.
Learn how to view, create, and edit your objects.
Manage your availability and request time off in the Skedulo Plus mobile app.
Configure and manage relationships between jobs that must be completed in a specific sequence.
Get to know about resources and assets and how to manage them.
Add custom functionality to the Skedulo web app.
Managing offers in the Skedulo v2 mobile app
Use scheduling actions to move work items in the Work list and Swimlane context panel.
Use the minimize resources objective to utilize the fewest resources.
Run one-off optimization from the vertical swimlane view.
Discover permission dependencies.
Use geofencing to prevent users from starting or completing work further than a set distance from their job location in the Skedulo Plus mobile app.
Use mobile app notifications to remind resources when jobs are scheduled to start or end.
Enable resources to self-schedule jobs allocated to them in the mobile app.
Add the Skedulo calendar feed to a device calendar using iCal
Add the Skedulo calendar feed to a third-party calendar using iCalendar.
Synchronize job allocations and activities between Skedulo and Salesforce.
Use availability templates to adjust one or many resources’ availability in a short time.
Understand scheduling actions in the Skedulo web app.
Set user preferences and admin settings.
Learn how to view and manage a vertical swimlane in the scheduling console.
View and complete tasks on a job in the Skedulo v2 mobile app
Manage the Skedulo instances that your organization has access to.
Understand work status indicators.
How the Skedulo Plus app behaves when there is no internet connection.
Manage location access permissions in the Skedulo Plus mobile app.
Administration and configuration of the Deskless Productivity Cloud.
Notifications and messaging capabilities
Customize the scheduling workflow for jobs and offers.
Deactivate users in Skedulo for Salesforce.
Use notifications in the web app to notify users of new action items.
Manage custom fields in Skedulo for Salesforce.
Dismiss or use job start and end notifications.
Add custom functionality to the Skedulo Plus mobile app.
Learn how to manage your picklists.
View and manage shifts in the Skedulo v2 mobile app
How to manage unavailability.
How to access and use the map view.
Use the work priority objective to prioritize urgent jobs.
Run one-off optimization from the map view.
The quick-start series guides you from setting up resources to dispatching your first job in a few steps.
How to create and manage work offers.
Use Dynamic Messaging in the Skedulo Plus mobile app
Use the Form Builder to set conditional display logic for components in a Skedulo Plus mobile form.
Configure deep linking into and from Skedulo Plus.
Enable resources to reschedule jobs from the Skedulo Plus mobile app.
View and manage work in the Context panel.
Access a full list of changes to data in your team, including when the change was made and by which user.
Communicate with resources in the field using in-app Dynamic Messaging.
Getting signatures using the Skedulo v2 mobile app
How to end a job’s lifecycle in different scenarios.
Customize the features that users can access from the top navigation bar in the web app.
Edit mobile forms using the Form Builder.
How to add a v2 custom form to the Skedulo Plus mobile app.
Best practice for Skedulo mobile app use in the field
Add custom functionality and manage authentication for the APIs.
Manage job timestamps using Skedulo Plus.
Skedulo v2 mobile app user guides for deskless workers
Use the soft skills objective to assign jobs to resources based on their soft skills.
Run one-off optimization from the schedule calendar view.
Use the Optimization’s Teams and Crews extension to find the best schedules for your teams.
Submit a rating and feedback directly from the Skedulo Plus mobile app.
View and customize the display of work table columns in the Skedulo web app.
Skedulo features available as packaged extensions.
Use attachments in the Skedulo v2 mobile app
Add notes to a job in the Skedulo Plus mobile app
Configure third-party virtual meeting providers so that meeting links are added to new work items.
Monitor the progress or view the results of an optimization run from the Background tasks panel.
Customize the information and colors of the cards displayed in scheduling views.
Use recipes to intelligently schedule work to optimize pre-defined business KPIs.
Access new features in Skedulo before they are fully released. Changes and instability should be expected.
Handle errors in the Skedulo mobile app
Getting help and requesting support.
Install a mobile form that was created in the Form Builder so that it is available in the Skedulo Plus mobile app.
Store secret and plain text information as key-value pairs in Skedulo.
Customize the URL links of custom pages in the web app.
Submit a request for support directly from the Skedulo Plus mobile app.
Importance of weighting multiple optimization recipe objective constraints.
View and manage Skedulo users in your team.
Handle errors in the Skedulo Plus mobile app
Use packaging to deploy the same changes across multiple environments.
Manage status timestamps
Understand how the job start and end time fields work in Skedulo.
View data submitted via forms from the Skedulo Plus mobile application.
How travel time and distance are calculated for the job allocation object in Salesforce.
Manage jobs with multiple resources using the Team Leader function in the Skedulo v2 mobile app
Manage shifts in Skedulo Plus mobile app.
View, edit, and delete mobile forms for the Skedulo Plus mobile application using the Form Builder.
Determine the level of access users have to features and data in Skedulo.
Explore how to manage and optimize travel time and routes in Skedulo.
Add notes to a job in the Skedulo v2 mobile app
Understand how to interpret and analyze optimization results in Skedulo.
View a list of all optimization runs and their results.
Use the Skedulo v2 mobile app to view the attendees at a group event.
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