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
- Navigate to Events from the left sidebar.
- The event calendar displays scheduled events in month, week, day, or list views.
- Use the filter options to refine events by employee or client.
- Click on any event in the calendar to view its details.
Adding a New Event
- Click the + Add Event button.
- Enter the Event Name.
- Select a Label Color to categorize the event.
- Specify the Location in the Where field.
- Provide a Description if needed.
- Set the Start Date & Time and End Date & Time.
- Choose the relevant Department, Employee, and Client associated with the event.
- Assign an event Host if applicable.
- Set the event Status (e.g., Pending, Completed).
- (Optional) Enable Repeat to create a recurring event.
- (Optional) Check Send Reminder if notifications should be sent before the event.
- (Optional) Add an Event Link for virtual meetings.
- 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.
