Create an internal service
In the Calendar, open a new event and switch it to Internal service: name, times, how many people and vehicles, and who goes. Edit or delete it there too.
Anyone who can open the «Calendar», which needs no permission of its own.
Let's book the day after the Landmark Venues wedding for cleaning the tents: two people and a truck, from 8:00 to 16:00. You create the in the Calendar, in the same window as a task.
Create the tent cleaning day
- Open a new event In the «Calendar», click a free time on the calendar, or use «Create task» in the quick search.
- Switch to an internal service At the bottom of the window, switch «Task» to «Internal service».
- Name it In «Service name», type “Tent cleaning”. A description is optional.
- Set the time Choose the «Start date» and «End date» with their times. It must last at least 15 minutes.
- Say what it needs In the counters, set «Staff member» to 2 and «Vehicles» to 1.
- Assign now, if you know who Optionally, pick a «Project», then use «Assign staff» and «Assign vehicles». Only active vehicles are offered.
- Save Filmo shows «Task created successfully».
The cleaning day is on the Calendar, and on the way:
- The counters are saved as its , and its quantity is their sum, three here.
- Its type is decided for you: people and vehicles make it a , vehicles only make it Fleet, and anything else makes it Crew.
- It starts as Active, and the people and the truck you assigned are busy for those hours.
- Filmo checks the people and the truck as it saves: an unavailability, an open breakdown or an inactive vehicle stop the save. Another job at the same time doesn't.
- It's sent to the connected calendars of the people on it, following your account's sync settings.
Note: Coverage adds people and vehicles together. Three people and no truck look just as covered as two people and the truck, so check the names, not only the count.
What happens next
- The service shows as a block in «Calendar» → «Resource planner», where you can drag more people or the truck onto it. See Assign staff and vehicles in the planner.
- An internal service created in the Calendar isn't linked to any .
Edit or delete an internal service
Click the internal service in the Calendar, or the pencil on its block in the Planner («Edit internal service»). It opens in the same window, where you can change its name, dates, counters, project and people.
- When you edit the dates, the 15-minute minimum doesn't apply, but with people assigned the end must be after the start.
- It can't be turned into a task once it's saved.
- Assigning from the Planner doesn't update the copy in the person's own calendar until the service is edited again.
To delete it, click «Delete» in the window and confirm. It's deleted for good. Filmo first tries to remove it from connected calendars; if that fails, the deletion goes ahead and the event may stay there, so check and remove it by hand.
Warning: The window has no way to mark the service completed or cancelled. Leave it as it is once the work is done, or ask NEO to change its state. Delete it only if it was a mistake: nothing is kept.
If you see an error
| Message | What to do |
|---|---|
| Minimum duration is 15 minutes | On creation, the end is less than 15 minutes after the start. Lengthen the time. |
| Hay recursos no disponibles en el periodo seleccionado. Revisa las fechas o las asignaciones. (shown in Spanish) | Someone assigned isn't available on those dates. Change the people or the dates. |
| El fin de la asignación debe ser posterior al inicio. (shown in Spanish) | When editing, the end isn't after the start. Correct the dates. |
| Error creating task | Something else went wrong. Check the details and try again. |
For refused assignments, see Why can't I assign a staff member or vehicle?.