PLIGHT - Calendar Menu

Table of Contents

A. How to use the Filter option?

B. How to use the various display modes?

C.  How to change the viewing dates ?

D. How to create a task?

E. What do the icons in the tasks shown in the calendar mean?

 

A. How to use the Filter option?

 With this option you can select one or more employees to display their tasks in the calendar.

1. Click on the field to the right of Filter.

2. Select desired employees - their tasks will be displayed in the calendar.

3. There are two ways to remove an employee from the filter:

Option 1 : To remove one employee at a time, click the "x" to the left of the employee's name.

  

 Option 2 : To remove all employees at once, click the "x" to the right inside the filter field.

 

 

B. How to use the various display modes?

 “Agenda” Mode

Click the "Agenda" button and the task calendar will show one week's tasks at a time, beginning Sunday.

 

Day” Mode

Click the "Day" button and the task calendar will show one day's tasks at a time.

 

5-Day” Mode

  • Click the "5-day" button and the calendar will display one week's tasks at a time, Monday through Friday.

 

 

7-Day” Mode

Click the "7-day" button and the task calendar will display a week at a time, Sunday through Saturday.

 

Month” Mode

Click the "Month" button and the task calendar will show one month at a time.

 

C. How to change the viewing dates ?

There are two ways to change viewing dates: :

Option 1 : Click the calendar icon and select the desired date.

*  If you are in "Agenda", "5-day" or "7-day" mode, the date's week will be displayed.   * If you are in "Day" mode, the selected day will be displayed.

* * If you are in "Month" mode, the month of the selected date will be displayed.

Option 2 : Click the arrow to the left or right of the calendar icon.

   *If you are in "Agenda", "5-day" or "7-day" mode, you will be jumping one week at a time.

   *If you are in "Day" mode, you will be jumping one day at a time.

  *If you are in "Month" mode, you will be jumping one month at a time.

 

 

D. How to create a task?

There are two ways to create a task:

Option 1 : Click the + button and select the task type

Option 2 :

Click a time slot on the calendar and a blue strip will appear. .

Click in the blue strip to open the task creation window.

* The default task type (such as "service call") will be displayed in the task creation.

 

E. What do the icons in the tasks shown in the calendar mean?

  •  : if the icon is displayed on a task, this means the task includes an assistant.