My Calendar & Features
HOW TO USE MY CALENDAR VIEW
All scheduled tasks assigned to the user and are displayed on MY CALENDAR page.
If there is no tasks scheduled and assigned to you, you should not see data in this page.
The Calendar can be displayed on a Monthly, Weekly and Daily basis or as a List via the menu at the top right.
Use the back and forward arrows on the left to navigate through time.
VIEW by MONTH, WEEK or DAY
VIEW as LIST
From any view Month, Week or Day, the view can then be seen as a list
CREATING A NON ANALYTICAL TASK FROM MY CALENDAR VIEW
It is possible to create a non analytical task directly from the Calendar view by simply double-clicking on the page.
The engine considers those slots unavailable for scheduling analytical activities.
Enter the following information:
Task Type
This mandatory field allows you to categorise your activities and it is used for reporting purposes
The list of task types for your analytical activities can be defined in Setting
Task Code & Task Description
those field are here empty and allow free text.
It is highly recommended to provide some information about the task, as this is the first details visible in the Calendars
Task Status
This mandatory field shows the progress of the task: OPEN, In Progress, Completed
The list of tasks status and its colour can be defined in Settings.
Project
Indicate if the newly created task should be assigned to a specific project (if applicable to your system configuration)
Start Date and End date
Required to book the slot in the agenda of the employee selected in the last field of this form.
Employee
Select the employee to be assigned the task
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