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Calendar

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You can access the Scheduling Calendar via the Start menu:

 

 

The Calendar will display Tasks and Service Orders:

 

calendar_interface.png

 

You can choose which Resources and/or Projects to view:

 

 

You can change the view via the options on the ribbon:

 

 

You can choose to Merge the selected calendars with via the [Merge Calendar] button:

 

merge_calendar_button.png

 

This will merge the calendars into one calendar:

 

merged_calendars.png

 

You can export your calendar to an .ics file:

 

export_button.png

 

You can print your calendar:

 

print_calendar.png

 

When you select a Task or a Service Order on the Calendar (select multiple using [Shift] or [Ctrl]) you can generate Reports:

 

report_buttons.png

 

Click for information on Task Reports or Service Order Reports.

 

You can use the [Send To] button to send an Email, Appointment, or Task through Outlook. You can also send an Appointment to either Google Calendar or Outlook.com Calendar.

 

send_to.png

 

Click for information on sending Tasks or sending Service Orders.

 

If you wish to edit a Task or Service Order, double-click on them or select them and click the [Edit] button on the ribbon:

 

 

You can also drag and drop Tasks and Service Orders to other days on the calendar:

 

drag_and_drop.png

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