PLANNING

Learn how to register itineraries and schedule tasks and survey alerts

Task Schedulings

Scheduling Tasks
APPLICATION: Tasks are some of the activities field employees perform at...
Task scheduling settings
APPLICATION: When you schedule tasks you have different options for se...
Checklist for task scheduling
APP: In order to simplify the task scheduling process in Involves St...

Itineraries

Manually register scheduled itineraries
APP: The itineraries in Involves Stage allow you to have a clear and...
Manually register periodic itineraries
APP: The itineraries in Involves Stage allow you to have a clear and o...
Registering itineraries by import
APP: The itineraries in Involves Stage allow you to have a clear and o...

Tasks and Reports

Report
APP: Reporting is a proactive action of the field team to send informa...