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 their name from the "Responsible Party" dropdown list of eligible team members.
The responsible party will be notified via in-app message and email that they have been assigned a calendar item. They will either need to accept or decline the invitation; if declined, the person that created the task/appointment and the people that are "Participants" will be notified.
You can change your notification settings in: Profile
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 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 ...
How do I delete a calendar Event/Task/Appointment (Mobile/Web)
If you have permissions to create/edit a calendar appointment, tap or click to open the calendar activity. Web: Once open, you will see a purple pencil icon in the upper right corner. Tap/click the purple pencil (edit). The purple pencil will turn ...
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 ...