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The '''Source''' tab has two groups of settings: | The '''Source''' tab has two groups of settings: | ||
* Use ''' | * Use '''Inputs & defaults''' to select entity fields for estimated activity duration, completion progress percentage, and territory. | ||
* Use '''Location fields''' to select address fields for your task or work order entity. These can be either on the entity itself | * Use frequent visits to set up visit frequency and minimum days between visits. | ||
** Make sure that the related tasks are displayed in your selected view. We recommend switching to the "6 Weeks" view. | |||
** This feature currently does not work with auto scheduling. | |||
=== Location === | |||
Use '''Location fields''' to select address fields for your task or work order entity. These can be either on the entity itself or on a related entity (e.g. account or contact). | |||
=== Time-offs and holidays === | === Time-offs and holidays === | ||