Open the Data Collection functionality and go to your project widget. Now click on the dots in the top right corner of your widget to show the additional options, and select Scheduler to go to the Scheduler page.



You’re on the scheduler overview page now. This page gives you an overview of all schedulers that have been created in your portal. By default this page is empty when you first open it for your project.



Next, it’s time to click on the big plus to add your first scheduler.

The following carousel will appear:



You now need to select a scheduler type in order to continue. You can choose from the following options:


IOS & Android App (Mobile & Tablet)

Project planner

Forms & Checklists


Open invitation

Open Link Invitation and QR code


Personal invitation

Email invitation


For more information about the different scheduler types and to see which scheduler fits your needs, please read the article different types of schedulers.


After choosing the scheduler type for your project click Add, and enter a unique name for your reference and confirm by clicking Create. 



A new scheduler widget is now added to your overview page. 


At the top of the widget, you can now select the pencil icon in order to continue setting up your scheduler.