How do Calendar Appointments work?
Calendar Appointments can be created by any member with appropriate permissions to create/edit the calendar feature.
Appointments are items that can be assigned to any member of the team with the ability to view the calendar feature.
In addition to date, time, duration, location and description for the Appointment, the creator can assign it to a team member and invite additional team members as participants.
Any participant, creator or assigned party will be able to view the Appointment in their calendar feed.
Any team member with visibility to the Appointment can see any notes or time allocation.
Only team members with the ability to create/edit will be allowed to enter additional notes and allocate time spent for that Appointment.
How do Calendar Tasks work?
Calendar Tasks can be created by any member with appropriate permissions to create/edit the calendar feature. Tasks are items that can be assigned to any member of the team with the ability to view the calendar feature. In addition to date, time, ...
How do I accept a calendar task or appointment?
Notifications for assigned Tasks or Appointments are both in-app (mobile phone notification) and email, by default. You can make changes to the settings here: Change My Profile Mobile: From your mobile device dashboard you will see all your calendar ...
How do I assign a Calendar task or appointment?
In the Calendar, you can only assign a responsible party to tasks and appointments. Events do not have the ability to assign a team member. All Calendar items can have participants. To assign a task or appointment to an individual on the team, choose ...
How do I add time to a Calendar Event, Task or Appointment?
Time spent can be added by updating an event, task or appointment with notes. On the web: Click the "Calendar" link in the left vertical navigation. If you have multiple teams, be sure you have selected the correct Recipient avatar (picture) at the ...
How do I add notes to a calendar event, task or appointment?
Notes can be added by updating a task or appointment with notes. MOBILE: If you only have one team, your app will default to your dashboard. If you have multiple Teams, at the top left hand corner, choose the*Main Menu (*icon that is 3 horizontal ...