The Scheduler tool provides one place to view all tasks, sales activity, and adhoc events in a calendar view. It includes a month, week, and day view. The arrows next to the date at top top can be used to change the month, week, and day depending on the current view. The above image is the month view.
Above is what the week view looks like.
And finally, the day view. The calendar should look familiar to those who have used Outlook or Google Calendar in the past. When events are too numerous to fit in a cell, a link is displayed that once clicked, will show a dialog of all events.
The menu on the left provides dropdowns to change the current calendar, filter by user, and show events for specific record types.
For example, selecting a work order, displays the tasks below the controls on the left. They are Customer Follow Up, Check In, Inspection, and Quote. Typically, these tasks can be scheduled as soon as they are created, but if a task will take multiple days or broken up, then further scheduling can be done by dragging and dropping the events onto the calendar. They can be dropped in an all-day cell, or a day/time cell and moved and resized as necessary to cover the correct times.
Create Calendar
By pressing on the Calendars button a dialog is shown that allows you to create a new calendar or edit existing calendars. To create a new calendar, make sure that New Calendar is selected in the dropdown. Fill out the name, add users who will be able to access the calendar, and select what type of events should be displayed:
Adhoc Events - Events created within scheduler not connected to any record type. Good for scheduling reminders, vacation, and sick days.
Work Order Tasks - Events connected to a work order task
Shop Job Tasks - Events connected to a shop job task
Sales Process Tasks - Events connected to a sales process task
Sales Activity - Sales activity events
Click Submit to create the new calendar. It will now be available from the list of calendars in the dropdown of the left menu.
To create an adhoc event, click on the Add Event button above the calendar.
An Add Event dialog will appear. Give the event a title, assign users to the event, and define the start and end date and times. Click Submit and the event will be added to the calendar.
Events are colored to make identifying their status easier. Events may be displayed in the following colors:
Blue - An active event
Green - An event that has been completed
Orange - An event that has been placed in the pending status
Black - An event that has been canceled
Teal - An adhoc event