Events

 

The Events feature allows users to manage and schedule events within the system. It provides a calendar view to visualize events and includes options to add, edit, and manage event details.

Viewing Events

  1. Navigate to Events from the left sidebar.
  2. The event calendar displays scheduled events in month, week, day, or list views.
  3. Use the filter options to refine events by employee or client.
  4. Click on any event in the calendar to view its details.

Adding a New Event

  1. Click the + Add Event button.
  2. Enter the Event Name.
  3. Select a Label Color to categorize the event.
  4. Specify the Location in the Where field.
  5. Provide a Description if needed.
  6. Set the Start Date & Time and End Date & Time.
  7. Choose the relevant DepartmentEmployee, and Client associated with the event.
  8. Assign an event Host if applicable.
  9. Set the event Status (e.g., Pending, Completed).
  10. (Optional) Enable Repeat to create a recurring event.
  11. (Optional) Check Send Reminder if notifications should be sent before the event.
  12. (Optional) Add an Event Link for virtual meetings.
  13. Click Save to finalize the event.

The Events module helps teams stay organized and ensures that all important activities are well-documented and scheduled efficiently.