Table of Contents
Overview
The Grid View calendar shows the schedule for a single day separated by assigned user. Scrolling sideways on the grid shows additional hours throughout the day.
Unassigned items will appear in a drawer on the right side of the grid, starting with items scheduled for the current date at a particular time, and then for anytime. Afterwards any unscheduled and unassigned items will be listed. This drawer can be expanded or hidden so you can view more of the grid at one time.
Assigned visits are in the user's row. If the visit is scheduled a time it will show in the grid under that time. If it is not assigned a time, or if it is unscheduled, it will appear in the Any Time section next to the user's name. Click onto that any time space to view what items are assigned to that user.
The following items can be found on the calendar grid shown with their designated colors. Calendar colors set up per employee won't appear since the calendar already has employees separated out.
- Visits: show up in green. These are visits associated with jobs for clients. They can be assigned to users and marked complete.
- Tasks: show up in blue. Tasks can be assigned to users and marked completed. They are not used for invoicing, so are great for in-house tasks.
- Reminders: show up in red. These are used for invoice reminders or reminders to follow up on a quote.
- Requests: show up in indigo. These are Work Requests that have an on-site assessment scheduled. They can be assigned, so requests work well when you need to schedule someone to go out to a property to make a quote.
Note: Events don't appear on the grid. Since events are automatically assigned to every user by default, they don't show on the gird to avoid cluttering the calendar.
Assigning a visit
To assign a task to a user, expand the unassigned drawer and select a visit. Drag it into the grid at the time you want it on user's row. To extend or shorten the task, click and drag the edge of the task. If the task doesn't have a time, you can drag it into the user's anytime bucket.
Editing an item
To make any edits to an item, click onto it from the grid. The client name and associated work info (job number, request date) are shown as a hyperlink in the Details box - click onto these to navigate to those specific pages. Click onto 'Edit' or 'View Details' at the bottom of the pop up for more options. You will need to edit the task to be able to delete it.
