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Schedule Board: Difference between revisions

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The '''Source''' tab has two groups of settings:
The '''Source''' tab has two groups of settings:
* Use '''Inputs & defaults''' to select entity fields for estimated activity duration, completion progress percentage, and territory.
* Use '''Inputs & defaults''' to select entity fields for estimated activity duration, completion progress percentage, and territory.
* Use frequent visits to set up visit frequency and minimum days between visits.
* Use '''frequent visits''' to restrict how often can activities be scheduled for a particular source. See [[Schedule_Board#Limit_frequent_visits|how this affects]]  the schedule board.
** 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 ===
=== Location ===

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