Getting started

Create your first schedule

Follow the basic steps to create and save a personal or work schedule.

3 min read

Use a personal schedule for appointments and everyday tasks. Use a work schedule when you need customer details, a work form, or records from the job.

Create a schedule

  1. 01

    Tap Add in the center of the bottom bar

    It appears as a + from other tabs. Once you open Add, the same button changes to a checkmark.

  2. 02

    Check where the schedule will be saved

    The current calendar appears in the top-right corner. If you have team calendars, tap the calendar name to choose a different one.

  3. 03

    Choose Personal or Work

    You can use either type in My Calendar. Choosing a team calendar automatically switches the schedule to Work.

  4. 04

    Set the date and time

    Tap the date area to choose a start date and time. You can also add an end time, select multiple dates, or set a repeat from the same date screen.

  5. 05

    Enter the schedule details

    A title is required for a personal schedule. For a work schedule, choose a form first, then complete any required fields shown by that form.

  6. 06

    Tap the checkmark to save

    Use the checkmark in the top-right corner or the center of the bottom bar. After saving, ILJI opens the new schedule. Going back returns you to that date on the calendar.

Optional details you can add

  • A personal schedule can include a location, checklist items, and notes.
  • A work schedule using Quick form can include a title, location, checklist items, and notes.
  • A custom work form may include a name, phone number, email, address, amount, and additional fields.
  • A work schedule in a team calendar can also have assignees.

Still need help?

If you couldn’t find the answer, contact us or get help with your account.