Service Details
How to read the Service details popup, including website visibility, public description, business ownership, and dates.
Read article: Service DetailsServices help
Help for Services in Work Planner.
Articles
Editing a Service
How to update a service safely and what changing the name, colour, or website settings affects elsewhere in Work Planner.
Read article: Editing a ServiceCreating a Service
How to create a service, what each field means, and how website visibility affects public-facing service selection.
Read article: Creating a ServiceService details
OverviewThis article explains what users can review and do from service details, including the follow-up actions that branch from the main detail view.When to use thisUse this article when you need a read-first view of t
Read article: Service detailsEditing a service
OverviewThis article explains how to use editing a service in Work Planner, including the main fields that shape how the services record behaves once it is saved.When to use thisUse this article when an existing record n
Read article: Editing a serviceCreating a service
OverviewThis article explains how to use creating a service in Work Planner, including the main fields that shape how the services record behaves once it is saved.When to use thisUse this article when you are adding some
Read article: Creating a serviceServices list
OverviewThis article explains how to use services list in the services area of Work Planner and what users should look for when moving into the next step of the workflow.When to use thisUse this article when you need to
Read article: Services list