Scheduling Next Activities

Scheduling Next Activities

The scheduling engine is one of the most powerful features in the Rocketship platform and it makes scheduling Next Activities a breeze. When we talk about scheduling a Next Activity, it’s about scheduling actual work to be done, e.g., “work for 30 minutes on activity X.” (This is different than a Fixed Appointment, which is tied to a certain day and time and usually represents an appointment on a calendar.)
Rocketship Ticket Insight in Autotask

Just follow these steps to get started with creating a Next Activity:

  • Select Next Activity on the Rocketship/CMD panel in a Ticket
  • Select a Resource to Schedule
  • Select a Next Activity Recipe
  • Options include No Sooner Than Days and Service Call Notes
  • Click Submit

The Rocketship scheduling engine then adds the Next Activities to the designated resource’s workboard.


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