This module shows your tasks in a calendar view: your to-dos, meetings and deadlines. You can review a month, a week or a single day in one place, filter by calendars, task types and colleagues, create new tasks, manage your own calendars and even connect your Google calendar.
The items in the calendar are tasks: they are the same tasks you can manage under the Task menu item.
Click Main menu / CRM / Customer management / Calendar and the calendar opens on the current month (on a narrow screen, such as a phone, it opens in the Weekly list view). The week starts on Monday. The view buttons are in the top right corner:
Next to the view buttons, the two arrows move to the previous and next period, and the title on the left shows the period you are looking at.
Each task appears with its time and subject. Its colour is the task's own custom colour, or the colour of its calendar if there is none; if neither is set, the default purple is used. Hover over a task to see its type and the name of its calendar. Click a task to open its editing window.
Among the tabs above the calendar, Calendars (Naptárak), Task type (Teendő típusa) and Colleagues (Munkatársak) each open a list with checkboxes. The calendar refreshes immediately after you change any selection.
Click the New task (Új teendő) tab and a pop-up window opens; the same window appears when you click an existing task in the calendar. On the Actions tab at the top of the window you find the Save and Close buttons, and below them the basic data of the task:
Below the basic data you can fill in the rest on three tabs:
You can organise your tasks into calendars, for example by keeping separate calendars for sales and delivery. Click the Calendar settings tab and the following items appear:
To change the name and colour of an existing calendar, click the gear icon next to it in the Calendars list. A calendar is visible to you if you created it or if it is a corporate calendar (marked with K).
Create a separate calendar for each area of work, for example Sales and Delivery, and give each a different colour. If you choose the right Calendar on the Other settings tab of your tasks, you can tell by colour in the month view which task belongs to which area, and in the Calendars list you can hide the ones you are not interested in with one click.
The tabs above the calendar and the view buttons:
| Field / Element | Required | Description |
|---|---|---|
| New task | Opens the window for creating a new task. | |
| Calendars | The list of your own and corporate calendars, for filtering and editing. | |
| Task type | The list of task types, for filtering. | |
| Colleagues | The list of colleagues, for filtering by the creator or the person responsible for the task. | |
| Calendar settings | Creating a new calendar, Google and Apple connection. | |
| Ma, Hónap, Hét, Nap, Heti lista | Jump to today, and switch the display view (Today, Month, Week, Day, Weekly list). |
The fields of the task window:
| Field / Element | Required | Description |
|---|---|---|
| Subject (Tárgy) | The name of the task, shown in the calendar. | |
| Reminder (Figyelmeztetés) | The date and time of the task; the task appears in the calendar accordingly. | |
| Status | The state of the task, Folyamatban (in progress) by default. The calendar shows tasks with the Folyamatban status. | |
| Priority | The importance of the task, Normál (normal) by default. | |
| Comment (Megjegyzés) | The text description of the task, in a formatting editor. | |
| Partner company name | The partner related to the task (Customer data tab). | |
| Partner contact person | The partner's contact person (Customer data tab). | |
| Responsible colleague | The colleague who has to carry out the task (Other settings tab). The Colleagues filter takes this into account as well. | |
| Task type | The category of the task; the Task type filter works on this. | |
| Calendar | The calendar in which the task appears; it provides the base colour of the task. | |
| Custom color (optional) | If you set a colour, the task is shown with it instead of the calendar colour. |
The fields of the calendar editing window:
| Field / Element | Required | Description |
|---|---|---|
| Calendar name | The name of the calendar, shown in the Calendars list. | |
| Color | The colour of the calendar; tasks assigned to it appear in this colour unless they have a custom colour. |
The Calendar module only appears in the menu if it is assigned to your user. If you cannot see it, ask your system administrator to check the module assignment in your user settings.
Check the following in order: whether the Reminder date of the task falls within the period you are viewing; whether the task status is Folyamatban (in progress), because the calendar only shows those; and whether the Calendars, Task type and Colleagues filters exclude it (if All is not ticked among the calendars, tasks without a calendar stay hidden). The calendar loads at most 500 tasks per query, so if you have a very large number of tasks, narrow the filters or switch to a view that shows a shorter period.
The K mark (hover over it to see Corporate) denotes a calendar that does not belong to a specific colleague. Every colleague sees it in the Calendars list, whereas the other calendars are visible only to the person who created them.
Click the task in the calendar, change the date or time in the Reminder field, then click Save. The task will appear in the calendar at the new time.
The Apple connection menu item is currently not usable, which is why it is shown in grey. The Google connection, on the other hand, is available.
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