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User Guide - Sync a Job

Sync Jobs

  1. Login to Workflow Max

  1. Go to your WFM Web console and create a new job

  1. Select a client to assign the job to

  2. Give the job a name

  3. Create a start date and due date

  4. Add a description (optional)

  5. Ensure the State is active (Planned/In Progress) - Setting the completed or

  6. Assign to a staff member

  7. Save

  8. On 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)

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


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