WorkJobs
Adding a Job to a Worksheet
How to send selected jobs onto an existing worksheet or create a new worksheet from the Jobs list.
Adding jobs to a worksheet starts in the Jobs list. Select the jobs you want, open More Actions, and choose Add to Worksheet. From there you can place them onto an existing worksheet or create a new one as part of the same popup.
What the Popup Checks First
- Eligible jobs: Work Planner separates the selected jobs into jobs it can add now and jobs it has to skip.
- Skipped jobs warning: If a selected job is already on an incomplete worksheet, the popup warns you and leaves that job out of the add.
- Mixed business warning: If the selected jobs span more than one business, the popup explains that you can still choose any active worksheet or choose which business should own a new worksheet.
Select Existing
- Search Worksheets: Use this when there are a lot of open worksheets and you need to narrow them down quickly.
- Worksheet list: Each option shows the worksheet name and, where relevant, the business and created date to help you choose the right one.
- Selection: Click the worksheet you want, then confirm the add.
- Duplicate protection: If the selected worksheet already contains one of those jobs, Work Planner skips that duplicate rather than adding it twice.
Create New
- Worksheet Name: This defaults to today's date, which is often enough for daily worksheets. Change it if you use a naming pattern with routes, teams, or areas.
- Business: This appears when the selected jobs span more than one business. Choose which business should own the new worksheet.
- Assigned Team Member: Use this when the worksheet should belong to a particular person from the start. If there is only one available user, Work Planner can fill that automatically.
What Happens After Confirm
- Worksheet items are created: Eligible jobs are added as worksheet items on the chosen worksheet.
- Jobs list updates: The jobs now show their current worksheet in the Jobs list, so you can see straight away that they are already assigned.
- Order on the worksheet: New jobs are appended in the order they are added, ready for later route ordering or worksheet adjustments.
Related articles
- Jobs List: This is where you make the selection before opening the popup.
- Worksheet Notes and Follow-On Notes: Useful when you want to understand which job instructions will follow into operational work.
- Bulk Edit Popup: Helpful when the jobs need the same cleanup before being assigned to a worksheet.
- Creating a Job from the Dashboard: Useful when the right job does not exist yet and needs to be created first.