Using the Calendar

The Calendar displays scheduled activities for the selected user or user group.

Use the following procedure to use your calendar functions.

1.

To view the Calendar, use one of the follow:

○ Select Go To > Calendar

○ Press F7

○ Click Calendar on the Navigation Panel

NOTE: To see the calendars of other users, select the user or user group from the User drop-down list.

2.

Select your Calendar View by selecting one of the following tabs:

○ Day. Activities A time-specific or event-based action linked to Contacts; for example: calls, appointments, letters, To Do tasks, or events that are assigned to users. scheduled for the day.

○ Week displays the week, Sunday through Saturday.

○ Month displays schedule-related information for the month

○ Year displays the entire year with scheduled days highlighted.

○ Planner displays activities of the selected user for today and the next 22 days. Each users activities are represented by a colored bar showing the amount of time reserved for the activity.

○ Outline displays scheduled activities in a hierarchical tree structure, with branches that correspond to years, months, and days. For more information, see Using the Outline Calendar.

○ Peg Board displays login status and activity of individual users and system availability. The Peg Board tracks the login and logout times, total logged time, and keyboard and mouse-click activity. For more information, see Using the Peg Board.

3.

Click the toolbar options to schedule and complete activities, move through the calendar, set the display, delete and edit the scheduled activities.

4.

Right-click and select the local menu options to manage specific activities, synchronize and set the output to options, change users, and access other options.

5.

Right-click Tasks or Occasions to manage displayed activities related to the task or occasion.

For more information, see Task List in the Calendar and Occasions in the Calendar.