Activity Calendar

Use the Calendar to manage your time and keep track of scheduled activities and events. You can view your schedule by the day, week, or month view, or click on any activity to view detailed information on that activity. In the Events section, you can view all of the events scheduled for the current month. You can also view other users' calendars, provided your administrator has granted the necessary security access. Unconfirmed activities appear on the calendar with a light blue color label.

You can use the calendar right-click menu to schedule, edit and complete activities and events.

 

Your security access determines what functions are available. Contact your administrator for any access rights changes. WebViewer users may not access full functionality.

The following icons may appear next to an activity

Icon Description
The activity has an attachment.
The activity is a single occurrence of a recurring activity.
The activity has a reminder.

To use the calendar

  1. On the Navigation Bar, click Calendar.
  2. Select the type of calendar to view.

You can change the duration of an activity by pointing your mouse on the edge of an activity (mouse pointer changes to double-arrows) and dragging the edge of the activity up or down.

You can also move an activity to another time by pointing your mouse on the blue bar on the left edge of an activity (mouse pointer changes to the Move pointer), then clicking and dragging the activity to the new time on the calendar.

To switch between available views

To schedule an activity

  1. Double-click on the Calendar view.

Your calendar options determine which type of activity opens by default.

  1. Follow the steps for scheduling an activity.

Related Topics

What Are Activities and Events?

Scheduling or Editing an Activity

Setting Calendar Options

 

 

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