Updating dates from the planner
OverviewThis article explains when to use updating dates from the planner, what the focused step is designed to achieve, and what to review before confirming the action.When to use thisUse this article when the action ap
Overview
This article explains when to use updating dates from the planner, what the focused step is designed to achieve, and what to review before confirming the action.
When to use this
Use this article when the action appears as part of a larger parent screen and you want to understand the focused choices inside that dialog or sub-flow.
How it fits into the flow
Updating dates from the planner sits within Work / Planner. It is designed to work alongside related articles such as Adding planner items to a worksheet, Completing a job from the planner, Opening job details from the planner, so users can move through the workflow without relying on one giant reference page.
Main actions
- Use this flow when a planned job or quote needs a new date without opening the full edit form.
- Review the selected item carefully before confirming the change so the new date lands in the correct slot.
- Common on-screen actions include Add to Worksheet, Update Date, Cancel.
Important fields
- Content: Look for input such as “Enter note content...”.
- Mark as important: Turn this option on only when it applies to the current workflow.
- New Due Date: The next due date will be automatically recalculated based on each job's schedule settings.