Calendar

Calendar - Grid View

The Grid View calendar shows the schedule for a single day.

Unassigned visits and unscheduled visits will show below the grid.

Assigned visits are in the user's row. If the visit is assigned a time it will show in the grid under the time. If it is not assigned a time, then it will be in the user's Anytime section.

 

Visits are shown in green, basic tasks are shown in blue, and reminders are shown in red. 

Assigning a visit

To assign a visit to an user, drag it into the grid at the time you want it on user's row. To extend or shorten the visit, click and drag the edge of the visit. If the task doesn't have a time, you can drag it into the user's anytime bucket. 

  

Edit, un-assign, or delete

To edit, un-assign, or delete a visit click on it in the grid.