Schedule Guide
In this guide, we will discuss schedules in TARGPatrol, their types, and common functionalities.
Common Functions
The "Schedule" page is designed for displaying existing tasks, creating and editing new tasks, assigning tasks to employees, publishing schedules, and other actions.
Adding a Task: To add a task, click on a cell in the schedule grid or click the "Add Task" button.
Editing a Task: To edit an existing task, select it and use the necessary buttons in the sidebar menu or when you hover over a task.
Publishing Schedule: To publish tasks, click the button in the top right corner of the page.
Task Filtering: Use the "Task Filters" functionality to filter tasks based on specific criteria.
To save a record of one task, open its execution details from Schedule and select Export PDF. This requires a paid plan and the Report Export permission. See Task Management for what the PDF contains and how to download original attachments.
Schedule offers two PDF export scopes. The toolbar’s Export tasks to PDF exports all distinct tasks visible in the current date range and filters. To export only selected tasks, select several events and choose Export tasks to PDF from the bulk actions menu. Each task is included once, even when shown under several assignees or tags. The limit is 25 tasks per request; narrow the filters or selection if needed. Task Management.
Choose one combined PDF or a ZIP with a separate PDF for each task. Export requires Base or Enterprise and the Report Export permission; it is not available on Free. If processing continues in the background, download the result from Notifications.
Edit a recurring series
To change a recurring schedule, open a task and choose Only this task, This and following, or All. You can change a series from daily to weekly or monthly. Series edits leave started, completed, and past tasks unchanged. The full guide explains the scope and the confirmation shown when repetition is removed.
Types of Schedules
In TARGPatrol, there are three types of schedules:
Time-based: Presents a classic calendar view with breakdowns by hours (vertically) and days (horizontally).
Employee-based: Displays schedules for employees, their tasks, and open tasks.
State-based: Helps track task states within a selected time interval.
Additionally, there are two time views available:
Day: Displays schedule for a single day.
Week: Displays schedule for a week.
Tips for Using Scheduling in TARGPatrol
Assign Tasks Appropriately: Ensure tasks are assigned to the right employees based on their skills and availability.
Utilize Filters for Convenience: Use task filtering to quickly find specific tasks and monitor their status.
Plan Tasks in Advance: Create tasks ahead of time to avoid rush and last-minute executions, reducing the likelihood of errors.
Choose the Right Schedule View: Depending on your needs, select the appropriate schedule view — by time, by employee, or by state — to efficiently organize your workflow.
Publish Schedule Timely: Ensure the schedule is published on time so employees can promptly review assigned tasks and prepare for execution.
Regularly Check and Update Schedule: Conduct regular schedule checks to ensure it remains current and make necessary adjustments.
Train Employees on Using the Schedule: Provide training sessions for employees on using different schedule views and functionalities in TARGPatrol.
Review schedule changes
Audit logs help Owners and Admins trace supported changes to planned tasks, assignments, dates, and recurring series. Series actions are grouped rather than logged once per generated occurrence. Audit logs do not replace Schedule or task execution history.
Audit logs are available to organization Owners and Admins on Base and Enterprise, not Free.