Feb 10, 2012

Jobtracker can be configured to send text messages when a new activity is assigned to a Jobtracker user.  An activity is defined as a meeting, a call and/or a task that has been placed on your Jobtracker calendar.   Automatic SMS messaging through Jobtracker engages free Google technology to forward your scheduled Jobtracker activities.

There are two pieces for setting this up. First, each user must create a Google account that includes the Google calendar option. Secondly, Jobtracker must be setup to send alerts to your Google account.

If you already have a Google Calendar account, login and skip ahead to Step ’4′

Part I: Creating & Setting up a Google Account
Part II: Setup JOBTRACKER

Part I: Creating & Setting up a Google Account

1. Using your web browser, access https://accounts.google.com

2. Click: (on the top right)

3. Follow the instructions from Google to set up your new account.

4. Once your Google account setup is finished, log in and edit the Google calendar settings to send automatic notifications when new events are added to your calendar.
(note: To get to the calendar you will click the ‘more’ drop down menu from the top navigation bar and select calendar.)

5. Once you are in Google Calendar you still need to navigate to the settings through the link in the top right corner. 

6. Within the settings click on ‘Calendars’ and then select ‘Notifications’ on the calendar desired.

7. Check boxes in the Email and SMS columns according to your notification preferences. When finished, press the save button.

8. Once saved you will be returned to your main settings page. From here go to ‘Mobile Setup’

Fill out your country and phone number, and click ‘Send Verification Code’ You will receive your verification code in a short time.

Once you receive the code enter it into the box and click ‘Finish Setup’ then ‘Save’

This completes Part I please feel free to take a break before beginning Part II

Part II: Setup JOBTRACKER

Login to JOBTRACKER and begin.

1. Click ‘My Account’ In the top right hand corner of the screen.

2. Confirm both your email and mobile number is entered and correct.

3. Within the  ‘User Settings and Layout Option screen sections, very the ‘Notify on Assignment’ and ‘Shortcuts on Top’ boxes are checked. Update the reminders setting to your preference.

4. Save any changes that have been made.

5. From the ’Shortcuts’ menu bar at the top, click the ’Google Calendar’ option.

6. Complete the Google Calendar setup.

• A. The email address and password must match what was used for creating your Google account.
• B. Check all of the Google Calendar update boxes. Enter a date in which you wish the  synchronization of the user’s JOBTRACKER Calendar with their Google Calendar.
• C. Save your data.

This completes the process of configuring JOBTRACKER for automated Text Message notifications. Verify all the settings that you have entered are working correctly, by adding a JOBTRACKER activity to your Open Tasks, create a test meeting and a test call on your calendar.  Confirm each notification is successfully received on your mobile phone.

Important Tip:
The Calendar Dashlet within your Home screen is VIEW ONLY.  All events, whether it is a scheduled meeting, call or an activity must be added to your calendar via the main Navigation menu bar through the Activities tab, or the Calendar tab.

Shortcuts on Top