Setup
You will need the following permissions in your security group:
Can see my tasks.
Can create and update appointments.
Click here to learn about permissions and security groups.
If you see this arrow, click to expand for more information!
If you see this arrow, click to expand for more information!
We will add additional information and images under these arrows.
IOS: How to view and add a TASK appointment
From the Calendar
1. On the Dashboard, use the Today and Tomorrow tabs to view appointments, or click Calendar to open the full schedule.
1. On the Dashboard, use the Today and Tomorrow tabs to view appointments, or click Calendar to open the full schedule.
Quickly change the appointment by clicking the three-dots icon on the appointment tile and selecting Edit Appointment.
Quickly change the appointment by clicking the three-dots icon on the appointment tile and selecting Edit Appointment.
2. Click + and select Task Appointment to choose a task, or open the existing appointment to make changes.
2. Click + and select Task Appointment to choose a task, or open the existing appointment to make changes.
Click the three-vertical-bars icon to switch between daily and weekly views.
Click the three-vertical-bars icon to switch between daily and weekly views.
Scroll left or right to view previous and future days/weeks.
Scroll left or right to view previous and future days/weeks.
3. Adjust the Start and End time fields, then click Add or Save.
3. Adjust the Start and End time fields, then click Add or Save.
From the Task
1. On the Tasks tab, search and open the task.
1. On the Tasks tab, search and open the task.
Quickly add the appointment by clicking the three-dots icon on the task tile and selecting Add Appointment.
Quickly add the appointment by clicking the three-dots icon on the task tile and selecting Add Appointment.
2. Scroll down to the Appointments section, then click Add or open the existing appointment to edit.
2. Scroll down to the Appointments section, then click Add or open the existing appointment to edit.
3. Adjust the Start and End time, then click Add or Save.
3. Adjust the Start and End time, then click Add or Save.
IOS: How to view and add LEAVE and other events
From the Calendar
1. Open Calendar from the Dashboard.
1. Open Calendar from the Dashboard.
2. Click + and select Non-Task Event in the pop-up, or open the existing event to make changes.
2. Click + and select Non-Task Event in the pop-up, or open the existing event to make changes.
3. Click on the Type field to select an option, adjust the Start and End time fields, then click Add or Save.
3. Click on the Type field to select an option, adjust the Start and End time fields, then click Add or Save.
From the Timesheets
1. Open the Timesheets tab.
1. Open the Timesheets tab.
2. Click + , or open the existing event to make changes.
2. Click + , or open the existing event to make changes.
3. Click on the Type field to select an option, adjust the Start and End time fields, then click Add or Save.
3. Click on the Type field to select an option, adjust the Start and End time fields, then click Add or Save.
ANDROID: How to view and add a TASK appointment
From the Calendar
1. On the Dashboard, use the Today and Tomorrow tabs to view appointments, or click Calendar to open the full schedule.
1. On the Dashboard, use the Today and Tomorrow tabs to view appointments, or click Calendar to open the full schedule.
Quickly change the appointment by clicking the three-dots icon on the appointment tile and selecting Edit Appointment.
Quickly change the appointment by clicking the three-dots icon on the appointment tile and selecting Edit Appointment.
2. Click + and select Task Appointment to choose a task, or click on the existing appointment to be taken to the task.
2. Click + and select Task Appointment to choose a task, or click on the existing appointment to be taken to the task.
Click the three-dots icon to switch between Single Day View, 3 Day View and 7 Day View.
Click the three-dots icon to switch between Single Day View, 3 Day View and 7 Day View.
Scroll left or right to view previous and future days/weeks.
Scroll left or right to view previous and future days/weeks.
3. Adjust the Start/End date and time fields, then click Save.
3. Adjust the Start/End date and time fields, then click Save.
From the Task
1. On the Tasks tab, search and open the task.
1. On the Tasks tab, search and open the task.
Quickly add the appointment by clicking the three-dots icon on the task tile and selecting Add Appointment.
Quickly add the appointment by clicking the three-dots icon on the task tile and selecting Add Appointment.
2. Scroll down to the Appointments section, then click Add or open the existing appointment to edit.
2. Scroll down to the Appointments section, then click Add or open the existing appointment to edit.
3. Adjust the Start/End date and time fields, then click Save.
3. Adjust the Start/End date and time fields, then click Save.
ANDROID: How to view and add LEAVE and other events
From the Calendar
1. Open Calendar from the Dashboard.
1. Open Calendar from the Dashboard.
2. Click + and select Non-Task Event in the pop-up, or open the existing event to make changes.
2. Click + and select Non-Task Event in the pop-up, or open the existing event to make changes.
3. Click on the Type field to select an option, adjust the Start/End date and time fields, then click Save.
3. Click on the Type field to select an option, adjust the Start/End date and time fields, then click Save.
From the Timesheets
1. Open the Timesheets tab.
1. Open the Timesheets tab.
2. Click + , or open the existing event to make changes.
2. Click + , or open the existing event to make changes.
3. Click on the Type field to select an option, adjust the Start and End time fields, then click Add or Save.
3. Click on the Type field to select an option, adjust the Start and End time fields, then click Add or Save.
Recommended steps
◀ Previous | Next ▶ |