WorkPlanner
Add to Worksheet Flow
How to send selected planner jobs and quotes to an existing worksheet or create a new worksheet from the selection.
Add to Worksheet is the planner route for turning selected work into a worksheet assignment without leaving the planning screen. It can handle selected jobs, selected quotes, or a mixture of both.
Before the Popup Opens
- Selection required: Planner will not open the worksheet flow unless at least one valid job or quote is selected.
- Existing worksheet checks: Jobs already sitting on an incomplete worksheet are not treated as available add-to-worksheet jobs in this flow.
- Mixed-business warning: If your selection spans more than one business, the planner warns you before you continue.
Choosing Existing or New
- Select Existing: Search the incomplete worksheets and choose the one you want. The search box is there to narrow the list quickly when there are many open worksheets.
- Create New: Build a new worksheet directly from the selection instead of leaving the planner to create one first.
Fields in Create New
- Business: This appears when the selection spans multiple businesses. It decides which business will own the new worksheet.
- Worksheet Name: Use a clear name your team will recognise. If you leave it blank, Work Planner falls back to the current date.
- Assigned Team Member: Use this when the worksheet should belong to a particular user straight away. Leave it as Unassigned if the route is not yet allocated.
What Happens After Confirm
- Existing worksheet: Selected jobs and selected quotes are added to the worksheet you chose.
- New worksheet: Work Planner creates the worksheet first, then attaches the selected jobs and quotes in the same step.
- Planner refresh: The planner updates job worksheet markers after the add succeeds so the same work is not shown as freely available by mistake.
Related articles
- Multi-Select and Batch Moves: Covers how to build the planner selection before opening this flow.
- Creating a Worksheet: Useful when you want the full worksheet creation screen instead of the planner shortcut.
- Adding a Job to a Worksheet: Explains the same outcome from the Jobs area rather than from Planner.
- Planner Screen: Useful if you want to see where the selection bar and worksheet action sit on the main screen.