Calendar

The Calendar is used for users to share important events.

By default, when creating a staff, all routes and tasks are automatically recorded on it. In addition, it is possible to create events from scratch with reminders.

Open

When opening the calendar, by default, only 'Script' and 'Tasks' are displayed. Additional categorizations should be added according to the workflow.

The first step is to create the Categories. On the top right corner, click “Add” and select “Category”. A popup window will appear, fill in the new category name and if necessary set which “Group” it belongs to.

Open

When selecting a specific group, only users belonging to the selected group will be able to view the information in that category. If you want it to be visible to everyone, do not choose any group. To confirm and save, click on ‘Save’.

After adding the new category, it will be available in the lower left corner. It is possible to edit the name of the category, the group and it is still allowed to delete the category.

The next step is to create a Calendar:

When you click on this option, a window will open for you to enter the following information:

• Name: name of the calendar (required);

• Category: category the calendar belongs to (required);

• Icon: choose an icon that represents the calendar (required);

• Color: choose the accent color of the calendar.

After filling in all the information, click ‘Save’.

Note that the Calendar will be available on the bottom left side of the screen, just below the Category.

Last step is to create the Events. You can use the option available in the top corner “Add > Event“ OR click once on the date you want to create the event.

Upon clicking, this form opens:

• Name: enter the name of the event (required)

• Calendar: choose the calendar that the event belongs to; (mandatory)

• All day: if this option is selected, the time fields of the start / end date are hidden.

• Start date / End date: select the start and end date of the event (mandatory). If the option "All day" is not checked, there is the possibility to enter the start and end time.

• Repeat: set up recurring events. Options are daily, weekly, monthly or yearly. Record when it ends and how often it is repeated.

• Reminder: Send reminders ranging from fifteen minutes to three days.

• Users: select the name of the users who will be part of the event.

• Location: enter the location of the event or location. In the example above, the address of the supermarket was inserted, since it is a merchandising. It is not necessarily the location of the event, but it is the address where it is located.

• Description: All the other info related to the event.

After filling in all the information, click on ‘Save’ and the event will appear in the main grade.

Selecting the event will bring you a window with the description and options for Delete, Edit, Print and Close.

When you delete an event, if it is a recurring event, the message below will appear. Choose the alternatives.

• This only: excludes only the selected day, preserving past and future events;

• From this: excludes future dates;

• All: excludes past and future dates.

When you click Edit, the form will open to change the information. If it is a recurring event, the message below will appear. You must choose one of the options:

• Just this: edit and save only the selected day, preserving past and future events;

• From this: edit and save future dates;

• All: edit and save the future and past dates.

When selecting the Print option, the system will generate a pdf with the selected event:

When you select Close, the event window will be closed.

In the upper left corner, it is possible to navigate between months. Through the arrows available in the calendars or through the Previous and Next options. To return to the calendar for the month, click Today.

In the upper right corner, we have the options Print, Add and View Modes.

Print: this option allows multiple events to be printed in a single PDF file. For this, it is necessary to select the Calendar, and stipulate an initial and final period (all mandatory).

When you click on Add, the options for Category, Calendar and Events will be displayed. All explained earlier.

When selecting the View Mode, the options are Day, Week or Month. In this way, it is possible to choose how to display calendar events.

To learn about other features of the system, explore other sections available on this platform.