List of paragraphs:
- Managing calendar
- Tasks and entries
- Creating task in calendar
- Reviewing task in calendar
- Editing task in calendar
- Export calendar to PDF
Calendar displays tasks and other entries. It helps to preview your planned tasks, check your or your colleagues schedules.
Go to calendar and select, if you want to see daily, weekly or monthly timetable:
In the right side at the top, you can switch to previous or next day/month/week. Press Today if you want to see the present.
Calendar depicts tasks and entries in different colors:
- Planned tasks are colored according to types;
- Completed tasks are always grey.
You can choose to see all tasks in calendar or see each user’s tasks separately.
You can use filters and select entry type and responsible user:
There are two ways to create task in calendar:
- Select date, time and press left button of the mouse two times ;
- Select date, time and drag down the mouse.
Describe the task and save.
To review task in calendar, press left mouse button two times on the task name and get task details:
To edit task in calendar, choose to review and select Actions button:
Also, you can click on a task in calendar and drag it to another date or time.
With Hanna CRM you can export a calendar to PDF file. Click this button to export your calendar:
Hanna CRM calendar can be synchronized with Google calendar