The Calendar displays all workflow that has been done by Consultant and also can be used to add To Dos and Meetings

Viewing the Calendar

Viewing the Calendar

To View the Calendar

1. Click the Dashboard button at the top

2. Select Calendar from the dropdown menu

To Change the Date range being viewed

3. Click the Day, Week, Month or Year buttons at the top on the right

4. Click the date in the calendar on the left hand side to view a specific date

5. Use the Previous week and Next week buttons to move back/forward weekly

Other Calendar Views

6. The Schedule button shows the Calendar per day per Consultant name across the top

7. The Grid button shows the Consultant names down the side and day headings across the top

8. The Gantt button shows the Jobs down the side and a project view of their respective workflow

To View a Workflow item

9. Double click on the Workflow item on the Calendar

Filtering the Calendar

Filtering the Calendar

To Filter the Calendar by Consultant

1. Click the Filters button at the top

2. Click the Consultants tab

3. Select the Consultant(s) to filter by

4. Click the Apply resource filter button

5. The Calendar on the right will now filter showing only those entries by the consultant(s) specified

To Filter the Calendar by Workflow Type

6. Click the Title, Job, Type tab

7. Switch on the workflow checkboxes to filter in the type list

Adding To Dos

Adding To Dos

To Dos are all day events and cannot be time specific

To Add a To Do

1. Click the New To Do button at the top

2. Enter a summary for the To Do

3. Enter a description for the To Do

4. Change the date if necessary

5. Click the Close and Refresh Calendar button

The To Do will now appear at the top of the calendar on the date specified

Adding Events

Adding Events

Events can be time specific and will display within the timeslots applicable

To Add a New Event

1. Click the New Event button at the top of the Calendar

2. Enter a summary for the event

3. Enter a description for the event

4. Edit the Start and End date fields as applicable

5. Enter the Start and End times

6. Click Close and Refresh Calendar

Training Videos:

27. The Calendar

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