Add a schedule item

Use the Scheduling window to add, edit, delete, assign, and schedule items.
  1. To access the Scheduling window, do one of the following:
    • For phone messages, meetings, to-do items, projects, and tasks, select
      Schedule
      .
    • In the Manage Projects or Manage Staff screen, right-click the schedule item and select
      Schedule <schedule item>
      .
  2. In the Scheduling window, select
    Select Staff
    to select staff schedules.
  3. Use the Calendar Options to select the date and schedule items to display in the staff schedule.
  4. In the Schedule Items tab, select an item in the Schedule Items tab and drag it to the Staff Schedules pane onto the date to schedule it, or drag it from 1 staff schedule to another to reassign it. 
  5. You can also right-click a schedule item to do any of the following:
    • Assign a schedule item to one or more staff members.
    • Add a new schedule item.
    • Edit or delete a schedule item.
    • Schedule an item.
    • Generate the next scheduled item (project, task, phone call, to do, or meeting).

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