Source Step 23 - Work Task popup: Planned Start Date

FS v2 mobile design reference - supporting browser screenshot and extracted notes

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Source step 23 screenshot Click image to enlarge

23 — Work Task popup: Planned Start Date

Description

The HVAC Installation Work Task is opened in a modal popup (from the Work Order Tasks tab). The Planned Start Date field is focused with a date picker value entered (4/14/2026). This is where the dispatcher sets when the task should occur before scheduling it onto a technician on the Calendar Board.

Task fields

  • Task ID: <NEW>
  • Task Template ID: INSTALL
  • Task Type: Service Task
  • Summary: HVAC Installation
  • Related Document Type: Work Order
  • Related Document Nbr: <WO 000046>
  • Estimated Duration: 08:00
  • Status: Open · Scheduled checked
  • Priority: Medium · Severity: Moderate
  • Planned Start Date: 4/14/2026 (focused)
  • Due Date, Completion %, Completed On (blank)

CHECKLIST tab

Same 5 checklist items as screen 05 (Verify all materials… Clean up work area).