Help & Support

How to sync a Job or Task

Sync a job or task

Login to WorkflowMax

Go to your WFM Web console and create a new job

required fields to sync WorkflowMax to Google Calendar

Select a client to assign the job toGive the job a nameCreate a start date and due dateAdd a description (optional) Ensure the State is active (Planned/In Progress) - Setting the completed or Assign to a staff memberSaveOn the next sync you will see the job has been synchronised to the staff members calendar (colour of assigned staff members calendar overlay for the event and calendar owner will show the assigned staff members name)

what a workflowmax job looks like
google calendar my calendars

If you need to invite any external people the edit the event and invite them here

inviting external people to the workflowmax job
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