Difference between revisions of "Calendar/How to Schedule an Activity"

Latest revision as of 13:03, 2 December 2012

1. From any calendar view, click on the Schedule button. You can also click New within each day on the monthly view. The Schedule dialog will appear.

2. Select the type of activity from the drop-down menu.

3. Enter the title and other information about the activity. (The title is the description that will appear in your calendar, e.g. “Sales Call – ABC Corp”.)

The tabs at the top of the Schedule detail dialog box offer other powerful activity functions:

Attendees allows you to select multiple people and populate their schedules with the same event.

Resources allows you to reserve conference rooms, equipment or other company resources. This list can be customized by your system administrator, with the proper room numbers and equipment names.

Availability allows you to check the availability of other people.

Recurring allows you to indicate if a meeting is a regular occurrence, held every Monday for example. You may schedule any time interval up to one year in advance.

Attachments allows you to attach a document (e.g., an agenda for a meeting) so that all people scheduled for an event can open the document.

At the bottom of the detail page are Options for setting activity reminders and sending email invitations to others.

4. Click on the Save & Close button to post this activity to the calendar.

Return to Calendar

@@ Line 1: / Line 1: @@
+. From any calendar view, click on the '''Schedule''' button. You can also click '''New''' within each day on the monthly view. ''The Schedule dialog will appear.''
-Schedule an activity by clicking on the “Schedule” button and filling in information in the “Schedule” dialog box.
+. Select the type of activity from the drop-down menu.
-{|class="wikitable"
+. Enter the title and other information about the activity.  (The title is the description that will appear in your calendar, e.g. “Sales Call – ABC Corp”.)
-|-
-|'''Note:'''  You may also add Tasks, To-Do’s with no specific time. These are classified as “Unscheduled Activity” and will be listed in Activities.
-|}
+[[File:ScreenHunter_45 Sep. 25 14.22.jpg]]
+The tabs at the top of the '''Schedule''' detail dialog box offer other powerful activity functions:
+* '''Attendees''' allows you to select multiple people and populate their schedules with the same event.
+* '''Resources''' allows you to reserve conference rooms, equipment or other company resources. This list can be customized by your system administrator, with the proper room numbers and equipment names.
+* '''Availability''' allows you to check the availability of other people.
+* '''Recurring''' allows you to indicate if a meeting is a regular occurrence, held every Monday for example. You may schedule any time interval up to one year in advance.
+* '''Attachments''' allows you to attach a document (e.g., an agenda for a meeting) so that all people scheduled for an event can open the document.
-[[File:ScreenHunter_44 Sep. 25 14.21.jpg|left]]
+At the bottom of the detail page are '''Options''' for setting activity reminders and sending email invitations to others.
-::::::::1.	From any calendar view, click on the “Schedule” button.  The “Schedule” dialog will appear. You can also click “New” within each day on the monthly view.
-::::::::2.	Fill in the title and other information about the activity.  (The title is the description that will appear in your cal-endar, e.g. “Sales Call – ABC Corp.”.) See the buttons across the top of the page. If you select additional at-tendees, the activity will appear in those peoples’ cal-endars as well.
+. Click on the '''Save & Close''' button to post this activity to the calendar.
-::::::::3.	Click on the “Save and Close” button to post this activi-ty to the calendar.
-[[File:ScreenHunter_45 Sep. 25 14.22.jpg]]
+Return to '''[[Calendar]]'''

Difference between revisions of "Calendar/How to Schedule an Activity"

From Commence CRM-Help

Latest revision as of 13:03, 2 December 2012