Schedule Board: Difference between revisions

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=== Source ===
=== Source ===


The '''Source''' tab has two groups of settings:
The '''Source''' tab has three groups of settings:
* Use '''Inputs & defaults''' to select entity fields for estimated activity duration, completion progress percentage, territory, and skill.
* Use '''Inputs & defaults''' to select entity fields for estimated activity duration, completion progress percentage, territory, and skill.
* Use '''Preferred date-time window''' if you want to set up a date-time window for scheduling. The preferred time is displayed on the timetable. You can also prevent users from scheduling outside of the preferred time.
* 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.
* 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.
** Visit frequency: Set how many visits are allowed in a period of time, for example, 3 per month.
** Visit frequency: Set how many visits are allowed in a period of time, for example, 3 per month.

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