Schedule and field operations
Make an Item Type available on the Schedule
Configure dates, duration, assignment, and schedule features so work appears in the right scheduling lanes. Follow the current customer-facing workflow and verify access, status, and resulting records before continuing.
Before you begin
- Audience: Company admin, scheduling manager.
- Item Type administration
- schedule-enabled Item Type
- accessible project
- valid start/end or duration configuration.
Customize → Item Types (#/admin/itemtypes); My Work → Schedule (#/jobboard)
Make an Item Type available on the Schedule
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Open the workspace
In JobBuddy, go to Customize → Item Types (#/admin/itemtypes); My Work → Schedule (#/jobboard).
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Confirm access and starting state
Item Type administration; schedule-enabled Item Type; accessible project; valid start/end or duration configuration.
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Complete the main setup
Use the minimum Item Type setup, all-day versus timed work, date/duration validation, assignment field behavior, and a diagnostic checklist for missing items.
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Review the important choices
Keep module and permission issues distinct from filters.
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Verify the result
Configure dates, duration, assignment, and schedule features so work appears in the right scheduling lanes.
Expected result: Configure dates, duration, assignment, and schedule features so work appears in the right scheduling lanes.
Troubleshooting
The page, control, or action is unavailable.
Confirm the required access and starting state: Item Type administration; schedule-enabled Item Type; accessible project; valid start/end or duration configuration.
The result is incomplete or unexpected.
Scheduling is schema-driven: the Item Type must expose the right schedule/assignment fields, and the item must satisfy permission, project, date, and status filters.
The issue remains after checking the record.
Capture the exact visible error, record status, approximate time, and intended result. Give support only the minimum customer-safe evidence needed to trace the problem.
What happens next
- Configure dates, duration, assignment, and schedule features so work appears in the right scheduling lanes.
- Review the resulting record, status, notifications, and related history before continuing downstream work.
- Use the related guide when the next action belongs to another JobBuddy workflow.