View - Activity - Common
calendar - OR - View - Activity - Calendar - Common calendar
In the common calendar, you can view up to seven calendars for employees
and/or resources at the same time. Choose the employees and/or resources
to be shown using the Settings for common
calendar button in the toolbar. In each column you first have to
choose between employee and resource. You then select a specific employee
or resource. The common calendar opens automatically for the current date.
If you wish to view the calendar for a different date, click Select
date in the toolbar.
Please note that the common calendar does not show which activities each individual person has in the task list.
An employee is not the same as a user of the program. If you want to be able to see the activities of a user, you must first set up the user as an employee in the Employee register. A resource can be premises or a meeting room, for example. To set up a resource, create a new product in the product register and select Resource in the Settings tab.
You can create a new activity by double-clicking in one of the columns in the common calendar. The employee at the top of the column you select is set as responsible for the activity. You can also open an existing activity by double-clicking on it.
You can adapt the common calendar to your company’s specific needs with regard to resources. For example, you can use it to set up a meeting with several employees. You can also see whether the meeting room is available and book it.
To set up a person/resource in the common calendar
Select View - Activity and click on Common calendar.
Click on Select date and enter the date you wish to display.
Click Settings
for common calendar. In the field to the right, select the calendar for
a specific employee or resource by choosing the appropriate item from
the drop-down menu. In the field to the right,
select the calendar for a specific employee or resource.
Click OK.
The calendars of the selected employees or
resources are displayed, and you can then create new activities or edit
existing ones.
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