Creating a scheduling project: After creating a new project, select the Scheduling option from the project type dropdown list. While not required, the scheduling option manages the view shared users will have of the project.

Creating a task list: From the Admin menu, select the manage tasks option and enter the tasks that will be scheduled. For example, a class or an audit follow up visit. Each task can be linked to a user type or panel field. Linking a task to a user type limits the scheduling of the task to a type of user. When the scheduler is used only users of that type will be available for task scheduling Linking a task to a panel field, allows the members of the panel field to be used for scheduling (rather than system users).