Calendar

Calendar - Grid View

 

The Grid View calendar shows the schedule for a single day separated by assigned user.

Unassigned items will appear below 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.

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:

Assigning a Visit

To assign a task to a user, 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.