Create and edit activities in the Skedulo web app

Learn how to use activities effectively in the Skedulo web app.

Skedulo mobile app versions and availability

Skedulo mobile app versions, availability, and support status.


User guides


Create a new job type

View and create job types in the Skedulo web app.


Create a new job type in Skedulo for Salesforce

How to create new job types in the web app.


Install and setup for Skedulo Pulse Platform

Learn how to start installing and setting up Skedulo Pulse Platform.


Access availability console

Get to know the availability console and how to access it.


Access help and support via web app


Add custom fields to jobs

Configure custom fields for jobs in Skedulo for Salesforce.


Add new resources in Skedulo for Salesforce

A step-by-step guide on how to add new resources in Skedulo using Salesforce.


Administer and configure Skedulo web app


Allocate work

Allocate resources to work using the Skedulo web app.


Cancel or reschedule a job

How to cancel or reschedule a job.


Configure Skedulo Plus mobile extension metadata

How to customize mobile extensions in the web app.


Configure user preferences

View and configure your personal display defaults in the Skedulo web app.


Configure users and preferences

Manage the users in your team and preferences for how the web app displays.


Confirm device compatibility

Confirm device compatibility for the Skedulo Plus mobile app.


Confirm device compatibility

Check that your mobile device can run the Skedulo v2 mobile app.


Create and edit activities in the Skedulo web app

Learn how to use activities effectively in the Skedulo web app.


Create and edit shifts

Learn how to create and edit shifts to improve your allocation process.


Create and edit shifts in the Skedulo web app

How to create and edit shifts in the Skedulo web app.


Create and manage web extensions

Create and manage your web extensions.


Create and manage work

Learn how to create and manage work in the Skedulo web app.


Create and manage work in the Skedulo web app

Discover how you can manage work in the Skedulo web app.


Create and update work

Create and update work in the Skedulo web app.


Create recurring schedules

How to create a recurring schedule.


Create regions

How to create regions using Skedulo and Salesforce.


Create Skedulo Plus forms with Form Builder

Create mobile forms for the Skedulo Plus mobile application using the Form Builder in the Skedulo web app.


Customize fields


Customize Skedulo Plus mobile app settings

Customize mobile app settings to suit your organization.


Edit profile

Edit your contact number and address in the Skedulo Plus mobile app.


Enable and view notifications

Enable the notifications center to view an availability or unavailability request from a resource.


Export data


Export data from related objects

Using the enhanced data export functionality to customize the data you extract from Skedulo.


Filter bar

How to use filter bar.


Forgot team name


Get to know the Pulse Scheduling Experience swimlane

View resource schedules using the new swimlane that lets you see the work list and details panel simultaneously.


Get to know the Pulse Scheduling Experience Work list

View and manage from a list or details panel in the Work list.


Getting started

Getting started with the Skedulo Deskless Productivity Cloud


Getting started

Introduction to the Skedulo mobile app


Import and update data


In Skedulo Pulse Platform


In Skedulo Pulse Platform


Install and configure the onboarding wizard

Install the Skedulo package and set up the Skedulo environment in your Salesforce org.


Install and set up

Install and set up the Skedulo v2 mobile app


Install and setup for Skedulo for Salesforce

Learn how to start installing and setting up Skedulo for Salesforce.


Install and view Skedulo reports and dashboards


Introduction

Overview of the Skedulo Plus mobile app.


Introduction to creating mobile forms with Form Builder in Skedulo for Salesforce (Beta)

Get to know the options for creating mobile forms using Form Builder in Skedulo for Salesforce.


Introduction to optimization recipes

An introduction to optimization recipes and core concepts.


Introduction to Skedulo analytics


Introduction to Skedulo Plus product extensions

Learn more about what Skedulo Plus product extensions are and what you can do with them.


Introduction to Teams and Crews

Overview of the Teams and Crews extension.


Introduction to the Form Builder

Introduction to the Form Builder for Skedulo Plus forms.


Introduction to the Form Builder in the Skedulo Pulse Platform

Create mobile forms for the Skedulo Plus mobile application using the Form Builder in the Skedulo Pulse Platform.


Introduction to the Pulse Scheduling Experience

Get to know the features of the Pulse Scheduling Experience and how to use them.


Job workflow overview

An overview of the job workflow in the Skedulo v2 mobile app


Learn about offline syncing

How the Skedulo mobile app handles data while offline


Load and migrate data to Skedulo


Manage and use route optimization

Go deeper with route optimization.


Manage availability and unavailability

Manage availability to decide when a resource is available or unavailable for work.


Manage availability and unavailability in the Skedulo web app

How to manage availability and unavailability in the Skedulo web app.


Manage availability and unavailability types

Manage availability and unavailability types using Salesforce.


Manage jobs


Manage resources

Learn about people and asset resources and how to manage them.


Manage user types

Explore our user types and how to manage them in Skedulo.


Mobile sync errors


Notification failures


Optimize schedules

Dive deeper into the Route Optimization feature.


Quick-start 1 - The onboarding wizard

A step-by-step guide on how to complete the onboarding wizard.


Record access policies

Discover the record access policies feature and how to use it to control data access.


Retrieve your team name

Find your team name to log into the Skedulo Plus mobile app.


Schedule conflict alerts in the web app

Learn more about schedule rules and schedule conflict alerts.


Set up and verify account and team

Explore basic steps to set up and verify a Skedulo account and team.


Set up profile

Setting up your profile in the Skedulo v2 mobile app


Skedulo v2 mobile app

Skedulo v2 mobile app user guide for deskless workers


Standard roles

An overview of Skedulo standard roles.


Teams and Crews (Beta)

The Teams and Crews extension for quick and easy scheduling of work for groups of resources.


Use activities console

General information about the activities console.


Use Dynamic Messaging in Skedulo Platform

Discover the Dynamic Messaging feature and how to use it.


Use the Schedule Calendar view

View and manage work from the Schedule Calendar view.


User roles and permissions

Learn about user roles and permissions in Skedulo.


View agenda and calendar

View your agenda and calendar in the Skedulo Plus mobile app.


View agenda and calendar

View your agenda and calendar in the Skedulo v2 mobile app


View authentication information

How to view authentication information.


View data tables


View notifications

View work notifications in the Skedulo v2 mobile app


View schedule rule conflicts on the Skedulo Pulse Platform

Learn how to view schedule rule conflicts.


View schedules

Explore how to view schedules in the scheduling console of the Skedulo web app.


View shifts

How to view shifts in the Skedulo Plus mobile app.


View shifts

View shifts in the Skedulo v2 mobile app


View work

View and manage Work in the Calendar view and the work console.


Bulk import users

Use the data loader to bulk import or update users from a CSV file


Export data from Skedulo

Use the data loader to export data from Skedulo.


Use quick job create

Create work using the quick job create panel.


Accept and start work

Accept and start work items in the Skedulo Plus mobile app.


Access job details

Open the job details page in the Skedulo v2 mobile app


Administer and configure Skedulo for Salesforce


Condenser script execution error


Configure Account field visibility for the Skedulo v2 mobile app

Show or hide the Account fields in Skedulo v2 mobile app.


Configure and customize push and SMS notifications

Configure and customize push and SMS notifications sent to the Skedulo mobile app.


Configure Availability for Skedulo Plus

Grant availability permission to resources.


Configure Dynamic Messaging

Manage your messaging settings.


Configure Work list views

Customize, save, and share filtered views of work in the Work list.


Confirm web browser compatibility

Check if your web browser is compatible with the Skedulo Pulse Platform.


Create a basic form with Form Builder

Create a simple data-capture form with Form Builder in the Skedulo Pulse Platform.


Create a data-mapped form with Form Builder to create new data records in Skedulo for Salesforce (Beta)

How to create a mobile form that collects data to add new data records.


Create a holiday record

Learn how to create a new global or regional holiday record.


Create a new CRM record


Create and customize work

Configure job and work settings.


Create and edit shifts

Discover what shifts are in Skedulo and how to use them.


Create and edit work

Creating and editing jobs, shifts, and activities


Create and manage activities

Use activities to reserve time when a resource is unavailable for job allocations.


Create and manage work in Skedulo for Salesforce

Discover how you can manage work in Skedulo for Salesforce.


Create and view schedules


Create export templates

Export data from Skedulo using data export templates.


Create mobile forms with Form Builder in the Skedulo web app

Create mobile forms for the Skedulo Plus mobile application using the Form Builder.


Create new job

Create a new job with the Skedulo v2 mobile app


Create new resources

How to create a new resource in the Skedulo web app.


Create schedules

Create schedules in the Skedulo web app.


Create work

How to create work in the Skedulo web app.


Create, edit, and delete teams

View and manage teams on the Skedulo Pulse Platform.


Customize forms


Customize the swimlane views

Customize the swimlane settings in different saved views to suit your preferences.


Deallocate and unschedule

How to deallocate or unschedule a job.


Define API user

Assign a user to perform system actions via the API.


Display shifts in swimlane views

How to view shifts in the Schedule console, job details view, or job page.


Download, install, and update the mobile app

Download and install the Skedulo Plus mobile app.


Edit profile

Edit your resource profile from the More Options menu


Enable and receive shift notifications

Enable shift notifications and receive them on the Skedulo Plus mobile app.


Enable and receive shift notifications

Enable shift notifications and receive them on the Skedulo v2 mobile app


Forgot user password


Format data type


Functional permissions and custom roles

Learn what custom roles and functional permissions are and how should you use them.


Get started with the Skedulo Plus mobile app

Get the mobile app and log in to start work.


Getting started with Skedulo platform


Getting started with the mobile app


Global search bar

How to use global search bar.


Grant login access to a Skedulo agent via Salesforce


Grant Salesforce user a Skedulo license

Discover Salesforce and Skedulo licensing, and learn how to assign a Skedulo license to a Salesforce user.


In Skedulo for Salesforce


Install a Skedulo Plus product extension

How to install and configure a Skedulo Plus product extension.


Interact with dashboards


Invalid request error - ip restricted


Log in to the Skedulo v2 mobile app

Log in to the Skedulo v2 mobile app using a Pulse Platform or Salesforce team name


Log into the Skedulo web app using Salesforce username

How to log into Skedulo for Salesforce.


Manage activities

Manage activities in the Skedulo v2 mobile app


Manage availability and unavailability in Skedulo for Salesforce

How to manage availability and unavailability in Skedulo for Salesforce.


Manage record access policies

View, edit, delete a record access policy.


Manage resource category

Create, view, and edit the resource categories in Salesforce.


Manage schedule conflicts with the Rules service on the Skedulo Pulse Platform


Manage schedule rule conflicts on the Skedulo Pulse Platform

Learn to resolve or edit a rule conflict.


Manually complete a job

How to update a job’s status to complete.


Messaging with Dynamic Messaging

Use Dynamic Messaging in the Skedulo v2 mobile app


Minimize bandwidth usage


Objective: Minimize disruption

Use the minimize disruption objective to prioritize jobs that already have a specific resource assigned to them.


Quick-start 2 - Set up resources

A step-by-step guide on how to set up your resources.


Request availability

Create a new availability request.


Schedule work with the Pulse Scheduling Experience swimlane

View schedules, create work, and manage allocations using the Pulse Scheduling Experience swimlane.


Scheduling console

Get to know the scheduling console.


Set preferences

Set usage preferences for the Skedulo Plus mobile app.


Skedulo Plus mobile app


Skedulo Plus mobile app settings

Customize mobile app settings to suit your organization.


Troubleshoot the Skedulo Plus mobile app

Troubleshooting and FAQs for the Skedulo Plus mobile app.


Use record access policies to control data access


Use the Work console

View and manage work from the Work console.


Use work cards

View a summary of work information using work cards.


View recurring schedules

How to view a recurring schedule.


Set working hour limits for resources

Set a limit on the number of hours a resource can be scheduled to work.


Configure the team's availability

Create an availability pattern for a team before allocating work.


Manage users

Create, update, and manage Skedulo Pulse Platform user accounts.


Optimization recipes

Use optimization recipes to define scheduling objectives.


View and manage work details

View and manage work details in the Skedulo web app.


Access denied error - session expired or invalid


Administer and configure the Skedulo mobile app


Change inactivity session timeout

How to change the Salesforce session inactivity timeout period.


Complete onboarding wizard

A walkthrough of the onboarding wizard to set up your organization with Skedulo.


Configure Account field visibility for Skedulo Plus

Show or hide the Account fields in Skedulo Plus.


Configure Optimization and Suggest

Set the default values for the Optimization and Suggest features.


Create a data-mapped form for updating a job record in Skedulo for Salesforce (Beta)

How to create a mobile form that collects data to update the job record with which it is associated.


Create a data-mapped form to collect new data records (Beta)

Create mobile forms with data mapping to collect new data records in the Skedulo Pulse Platform.


Create and edit activities

Discover what activities are in Skedulo and how to use them.


Create and edit Salesforce users

A step-by-step guide on how to set up Skedulo users in Salesforce.


Create and manage recurring schedules


Create and manage shift offers

Create and manage shift offers in the Skedulo web app.


Create API tokens with developer tools

Create API tokens for use with the Skedulo APIs.


Create custom roles for functional permissions

Create custom user roles and define functional permissions to control access to application features and data.


Create Form Builder forms in Skedulo for Salesforce (Beta)

Create mobile forms in Skedulo for Salesforce.


Customize mobile workflow labels


Customize scheduling workflow

How to customize your job scheduling workflow.


Decline or cancel a job

Decline or cancel a job in the Skedulo v2 mobile app


Dispatch work

Notify resources of work using the Skedulo web app.


Edit your profile and preferences

How to make changes to your user profile and app preferences in Skedulo Plus.


Fix notification issues


Frequently asked questions: Schedule rules and conflicts

Answers and explanations for common questions about the rules service.


Getting started with Skedulo for Salesforce


Job details - old version


Log in

Log into the Skedulo Plus mobile app.


Log in using a Salesforce username

Log in to the Skedulo v2 mobile app using a Salesforce username


Looker explores


Manage accounts


Manage availability and unavailability

Manage availability and unavailability in the Skedulo v2 mobile app


Manage exceptions with the Exceptions service (Closed beta)

How to manage exceptions in the Exceptions console.


Manage record access policy rules

View, add, edit, or delete policy rules.


Manage recurring schedules

How to change or modify the recurring schedule.


Manage regions in Skedulo for Salesforce

Create regions to get started with Skedulo for Salesforce.


Manage resource requirements

Understand and manage resource requirements in the Skedulo web app.


Manage shifts

Manage shifts in the Skedulo Plus mobile app.


Manage shifts

Manage shifts in the Skedulo v2 mobile app


Manage tags (skills)

Learn about tags and how to create a new tag.


Manage team membership

View, add, edit, and remove resources from a team.


Multiple regions

Assign a resource to multiple regions.


Numbers for SMS delivery

Support for local numbers and short codes for SMS delivery.


Objective: Balanced workload

Use the balanced workload objective to distribute work equally between resources.


Open In Salesforce™ from within Skedulo web app

Access your Salesforce organization from within the Skedulo web app.


Quick-start 3 - Create jobs

A step-by-step guide on how to create your first job.


Restore a canceled job

How to restore a job that has been canceled.


Role-based customization of the navigation menu

Customize the display of navigation menu for different roles.


Schedule work in the Pulse Scheduling Experience swimlane

Allocate work to resources in the new swimlane from the work list.


Schedule work with the Pulse Scheduling Experience Work list

View schedules, create work, and manage allocations using the Pulse Scheduling Experience Work list.


Scheduled optimization

Create and use scheduled optimization.


Set preferences in Settings

Set your Skedulo v2 mobile app preferences in the Settings screen


Set up profile and preferences


Skedulo mobile app server errors


Skedulo Plus product extension - Create new job

Enable resources to create new jobs from the Skedulo Plus app.


Status panel

Get to know the status panel and how to use it.


Support requests

Submit a support request.


The job details page

The new job details page in the Skedulo v2 mobile app


Use availability patterns

How to use availability patterns.


Use data export templates

Use a saved data export template to export data from Skedulo.


Use resource tags

View, add, and delete resource tags.


Use Suggest feature

How to use Suggest feature.


Use the Work list

Perform scheduling actions on items in the Work list.


View and configure general settings

Make changes to the behavior of the Skedulo web app.


View and manage resource availability

View and manage resource availability in Skedulo for Salesforce.


View work details

View and interact with a job in the Skedulo Plus mobile app.


Administer and configure Skedulo Plus

Administration and configuration settings for Skedulo Plus.


Customize offer workflow

How to customize your scheduling workflow for offers.


Skedulo Plus Product Extensions

Install and use Skedulo’s product extensions to expand the functionality available to your resources.


View, add, and delete attachments

View, add, and delete attachments in the Skedulo web app.


Configure scheduling rules

Learn how to turn scheduling rules on or off.


Allocate a team to a work item

Allocate a team to work from the work item’s detail or schedule page.


Allocate and dispatch work

Allocate and dispatch work using the Skedulo web app.


Components available in the Skedulo Plus Form Builder

A list of components available in the Skedulo Plus Form Builder for creating mobile forms.


Condenser script execution error


Configure notifications and messaging

Manage how push and sms notifications and messaging works in your team.


Create a data-mapped form to update the job record (Beta)

Create mobile forms with data mapping to update the job record in the Skedulo Pulse Platform.


Create a service user


Create job templates

Create a job template to automatically pre-fill specific fields with predefined data.


Customize Skedulo Plus mobile app layout

Customize mobile app layout to suit your team’s requirements.


Define resource working hours

Define and view a resource’s working hours.


Duplicate work in the Pulse Scheduling Experience

Create work by copying an existing work item.


Enable and manage job products

How to enable and manage job products.


FAQs


Glossary

Explore definitions and explanations of key terms and abbreviations used within the Skedulo platform.


Horizontal swimlanes

Learn how to view and manage a horizontal swimlane in the Scheduling console.


Houston we have a problem


Jobs at one location

The jobs at this location feature in the Skedulo v2 mobile app


Known Skedulo v2 mobile app issue - Crashing on iOS 13.1.2


Log into the Skedulo Web App (for Skedulo Pulse Platform customers)

How to log into the Skedulo Pulse Platform.


Manage activities


Manage agenda and availability


Manage assets

View, create, allocate, and schedule assets.


Manage availability

How to manage availability.


Manage resources and assets in the Skedulo web app

Get to know about resources and assets and how to manage them in the Skedulo web app.


Manage Salesforce account and location resource scores

How to manage Salesforce account and location resource scores.


Manage scheduling and availability

Managing resource availability, scheduling, and optimizing schedules with Mastermind.


Manage shift offers

Receive and claim shift offers in the Skedulo Plus app.


Manage shift offers


Manage user permissions

View, add, and change user permissions in Salesforce.


Manage user roles

Learn how to manage user roles, their permissions, and access.


Manage users in Skedulo for Salesforce

Manage users in Skedulo for Salesforce


Manage work in Skedulo Plus

View jobs and offers, and update work items in Skedulo Plus mobile app.


Objective: Travel time

Use the travel time objective to minimize the travel time for resources.


One-off optimization (Swimlane view)

Run one-off optimization from the swimlane view.


Optimization of schedule


Quick-start 4 - Dispatch jobs

A step-by-step guide on how to dispatch your first job.


Record access policy templates

Learn about record access policy templates.


Set up and manage location tracking


Set up notifications

Set up Skedulo v2 mobile app notifications


Skedulo Plus product extension - Create follow-up job

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

Swap a job using the Skedulo v2 mobile app


Technical support plans and SLAs


Troubleshooting schedule rules and conflicts

How to find the cause and fix for issues with rules and conflicts.


Upgrade from Skedulo to the Skedulo Plus mobile app


Use search and filters

Learn to use the global search and filter bar.


View and configure preferences

Set the default units of measure, region, and other preferences for the web app.


View work offers

View and interact with work offers in the Skedulo Plus mobile app.


Work custom fields

Configure custom fields for work in the Skedulo web app.


Apply time constraints to work items

Understand and use time constraints in the Skedulo web app.


Setting up Single Sign-On


Add attachments

Add attachments to work items in the Skedulo Plus mobile app.


Add or change a profile image

Add or change a profile image in Salesforce.


Allocate work from the Team Schedule

Using the Team Schedule to allocate work in the same way as you would with the Pulse Scheduling Experience.


Best practices


Build a Skedulo Plus form with Form Builder components

Use the Form Builder to create a custom mobile form for the Skedulo Plus mobile application using components.


Configure social integrations

Manage the settings for Salesforce Chatter integrations.


Create and manage data objects on the Skedulo Pulse Platform

Learn how to view, create, and edit your objects.


Customize Skedulo v2 mobile app settings


Errors and troubleshooting


Getting started with Single Sign-On


Insufficient permission to access the web app


Log in with Single Sign-On


Log in with Single Sign-On via Salesforce


Manage availability

Manage your availability and request time off in the Skedulo Plus mobile app.


Manage availability types


Manage job dependencies

Configure and manage relationships between jobs that must be completed in a specific sequence.


Manage resources and assets in Skedulo for Salesforce

Get to know about resources and assets and how to manage them.


Manage schedule conflicts and exceptions


Manage web extensions

Add custom functionality to the Skedulo web app.


Manage work


Manage work offers

Managing offers in the Skedulo v2 mobile app


Move work in the schedule

Use scheduling actions to move work items in the Work list and Swimlane context panel.


Objective: Minimize resources

Use the minimize resources objective to utilize the fewest resources.


One-off optimization (Vertical swimlane)

Run one-off optimization from the vertical swimlane view.


Permission dependencies

Discover permission dependencies.


Set geofencing rules for Skedulo Plus

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.


Set up Single Sign-On with Salesforce


Skedulo mobile app server errors


Skedulo Plus mobile notifications

Use mobile app notifications to remind resources when jobs are scheduled to start or end.


Skedulo Plus product extension - Self-scheduling

Enable resources to self-schedule jobs allocated to them in the mobile app.


Sync calendar to iCal

Add the Skedulo calendar feed to a device calendar using iCal


Sync Calendar with iCalendar

Add the Skedulo calendar feed to a third-party calendar using iCalendar.


Turn on Salesforce event synchronization

Synchronize job allocations and activities between Skedulo and Salesforce.


Use Availability templates

Use availability templates to adjust one or many resources’ availability in a short time.


Use scheduling actions in the Pulse Scheduling Experience

Understand scheduling actions in the Skedulo web app.


User settings

Set user preferences and admin settings.


Vertical swimlanes

Learn how to view and manage a vertical swimlane in the scheduling console.


View and complete tasks

View and complete tasks on a job in the Skedulo v2 mobile app


View and edit teams

Manage the Skedulo instances that your organization has access to.


View work status

Understand work status indicators.


Enable GraphQL subscriptions for job and allocation updates


Set up up Single Sign-On


Sync app data when logging in or reconnecting to the internet

How the Skedulo Plus app behaves when there is no internet connection.


Manage location tracking

Manage location access permissions in the Skedulo Plus mobile app.


Log in with Single Sign-On


Administer and configure

Administration and configuration of the Deskless Productivity Cloud.


Communication and messaging

Notifications and messaging capabilities


Create a follow up job


Customize fields and forms


Customize scheduling workflow

Customize the scheduling workflow for jobs and offers.


Deactivate users

Deactivate users in Skedulo for Salesforce.


Enable Auto-update Geolocation


Enable notifications

Use notifications in the web app to notify users of new action items.


Frequently Asked Questions - SSO


Known Skedulo Mobile app Issue - Crashing on iOS 13.1.2


Load and manage data


Manage contacts


Manage custom fields

Manage custom fields in Skedulo for Salesforce.


Manage job reminder notifications

Dismiss or use job start and end notifications.


Manage mobile extensions

Add custom functionality to the Skedulo Plus mobile app.


Manage picklists

Learn how to manage your picklists.


Manage shifts

View and manage shifts in the Skedulo v2 mobile app


Manage unavailability

How to manage unavailability.


Map view

How to access and use the map view.


Object import order


Objective: Work priority

Use the work priority objective to prioritize urgent jobs.


One-off optimization (Map view)

Run one-off optimization from the map view.


Quickstart tutorials

The quick-start series guides you from setting up resources to dispatching your first job in a few steps.


Schedule and manage work offers

How to create and manage work offers.


Schedule work with the Pulse Scheduling Experience


Send and receive messages in the Skedulo Plus app

Use Dynamic Messaging in the Skedulo Plus mobile app


Set conditional display logic in Form Builder

Use the Form Builder to set conditional display logic for components in a Skedulo Plus mobile form.


Set up linking to and from the Skedulo Plus mobile app

Configure deep linking into and from Skedulo Plus.


Single Sign-On (SSO)


Skedulo Plus product extension - Reschedule a job

Enable resources to reschedule jobs from the Skedulo Plus mobile app.


Use the Context panel in the Pulse Scheduling Experience

View and manage work in the Context panel.


View change history

Access a full list of changes to data in your team, including when the change was made and by which user.


Dynamic messaging

Communicate with resources in the field using in-app Dynamic Messaging.


Single Sign-On terminology


Add a signature

Getting signatures using the Skedulo v2 mobile app


Analytics and reporting


Complete, cancel, or reshedule work

How to end a job’s lifecycle in different scenarios.


Configure and manage geolocation of job allocation status change


Configure the navigation menu

Customize the features that users can access from the top navigation bar in the web app.


Customize job workflow


Edit mobile form details with Form Builder

Edit mobile forms using the Form Builder.


Enable v2 custom forms in the Skedulo Plus mobile app (Closed beta)

How to add a v2 custom form to the Skedulo Plus mobile app.


Enhance mobile use in the field

Best practice for Skedulo mobile app use in the field


Extend Skedulo with extensions

Add custom functionality and manage authentication for the APIs.


Feedback and support


Manage job timestamps

Manage job timestamps using Skedulo Plus.


Migrate data to Skedulo


Mobile user guides

Skedulo v2 mobile app user guides for deskless workers


Objective: Soft skills

Use the soft skills objective to assign jobs to resources based on their soft skills.


One-off optimization (Schedule calendar view)

Run one-off optimization from the schedule calendar view.


Optimize schedules for Teams and Crews

Use the Optimization’s Teams and Crews extension to find the best schedules for your teams.


Rate the app and provide feedback

Submit a rating and feedback directly from the Skedulo Plus mobile app.


View and customize tables

View and customize the display of work table columns in the Skedulo web app.


View exclusions


Skedulo extensions

Skedulo features available as packaged extensions.


Add and rename attachments

Use attachments in the Skedulo v2 mobile app


Add notes

Add notes to a job in the Skedulo Plus mobile app


Add virtual meetings to work

Configure third-party virtual meeting providers so that meeting links are added to new work items.


Background tasks

Monitor the progress or view the results of an optimization run from the Background tasks panel.


Best practices for migrating data


Change work card appearance

Customize the information and colors of the cards displayed in scheduling views.


Create optimization recipes

Use recipes to intelligently schedule work to optimize pre-defined business KPIs.


Customize schedule cards in the Pulse Scheduling Experience swimlane


Enable and manage proximity notifications


Enable beta features

Access new features in Skedulo before they are fully released. Changes and instability should be expected.


Errors and troubleshooting

Handle errors in the Skedulo mobile app


Help and support

Getting help and requesting support.


Install a mobile form

Install a mobile form that was created in the Form Builder so that it is available in the Skedulo Plus mobile app.


Manage configuration variables

Store secret and plain text information as key-value pairs in Skedulo.


Manage holidays


Reroute standard Skedulo URLs with page overrides

Customize the URL links of custom pages in the web app.


Submit a support request

Submit a request for support directly from the Skedulo Plus mobile app.


View and upgrade Skedulo Managed Packages


Best practices for optimization recipes

Importance of weighting multiple optimization recipe objective constraints.


Create, configure, and manage users (deprecated)

View and manage Skedulo users in your team.


Errors and troubleshooting

Handle errors in the Skedulo Plus mobile app


Manage packages (Beta)

Use packaging to deploy the same changes across multiple environments.


Manage timestamps

Manage status timestamps


Set up app linking


Skedulo Managed Package Object Chart


Understand job start and end times calculations

Understand how the job start and end time fields work in Skedulo.


View data collected from the form

View data submitted via forms from the Skedulo Plus mobile application.


View inclusions


Errors and troubleshooting


Estimate job allocation object travel time and distance

How travel time and distance are calculated for the job allocation object in Salesforce.


Manage jobs with multiple resources

Manage jobs with multiple resources using the Team Leader function in the Skedulo v2 mobile app


Manage shifts

Manage shifts in Skedulo Plus mobile app.


Manage Skedulo Plus forms with Form Builder

View, edit, and delete mobile forms for the Skedulo Plus mobile application using the Form Builder.


Permissions and data access control

Determine the level of access users have to features and data in Skedulo.


Travel time and route optimization

Explore how to manage and optimize travel time and routes in Skedulo.


View and create new job types


Best practices: Optimizing work with multiple resources (Beta)


Add notes

Add notes to a job in the Skedulo v2 mobile app


How to add Skedulo as a trusted network


Manage locations


Optimization results

Understand how to interpret and analyze optimization results in Skedulo.


Delink a user from resource record to prevent the deletion of allocated jobs


Manage regions


Optimization history

View a list of all optimization runs and their results.


View attendees of a group event

Use the Skedulo v2 mobile app to view the attendees at a group event.


Create custom fields


Manage resource categories


Manage tags


Configure and view promoted custom field


Configure and view promoted custom field


How to grant enhanced permissions for Salesforce community users


Configure a Skedulo API token in Salesforce


Create and customize fields


Errors and troubleshooting


OAuth errors


Invalid request error - ip restricted


Access denied error - Session expired or invalid


Houston we have a problem