Using the Calendar and Scheduling

What It Does

Manages job schedules, team meetings, and deadlines through a built-in calendar.

Video: Calendar

Why It’s Important

• Enhanced Planning: Keeps everyone on the same schedule.
• Deadline Management: Reduces missed deadlines by setting automated reminders.

How It Helps

• Improves coordination between departments.
• Helps avoid overlapping deadlines or meetings.

Step-by-Step Instructions

1. Add Calendar Events:
   • Open the Calendar View. 
   • Click a date to create a new event.
   • Enter:
     • Event Name
     • Date and Time
     • Participants (team members or clients).
   • Save to send email reminders to participants.
2. Reschedule Tasks:
   • Drag and drop tasks or jobs to new dates in the calendar view.
   • Confirm changes to update all linked records.
3. Filter Calendar Views:
   • Use the dropdown to view:
     • Personal Events
     • Team Events
     • Job Deadlines.

Pro Tips

• Color-code event categories (e.g., "Client Meetings" in blue, "Production Deadlines" in red).
• Print weekly views for team briefings.