Use calendars
Practice CS provides calendars that allow you to view schedule items in a calendar format. There are 3 types of calendars available:
- Staff Calendar: Displays schedule items for 1 or more staff members. If more than one staff member is selected, multiple staff calendars will display, 1 for each.
- Client Calendar: Displays schedule items for a specified client.
- Firm Calendar: Displays schedule items for 1 or more staff members. Unlike the Staff Calendar, if more than 1 staff member is selected, the schedule items for all selected staff will display on a single calendar.
Staff Calendar
The Staff Calendar is a quick and convenient method to see projects and tasks scheduled to specific staff along with
Meetings
, To Do items
, Scheduled Phone Calls
, Scheduled Benefits
, CPE Courses
, Outlook Appointments
, and Outlook Tasks
all on 1 screen. Items available to view will depend on the modules the firm is currently licensed for. To go to the Staff Calendar, select View
, then Staff Calendar
, or select the Staff Calendar
from the Staff
pane.- To begin, select
- Select 1 or more staff members by moving them to the selected column, then selectOK.
- SelectToday,Day,Work Week,Month, orTimelinefrom the toolbar for the calendar view.
- If multiple staff members are selected, multiple calendars are created.tipThe calendar can become crowded when selecting multiple staff members and usingWeek,Work Week, orMonth. We recommend using theFirm Calendarat this point.
- Select a day on theCalendar. TheWork WeekandWeekwill display the week including the day selected.
- Select eitherTargetsorScheduledin the Dates section.
- Depending on your licensed modules, items scheduled for each staff member will display.
- If you're licensed forProject Management, you can useTargetsto filter for the target dates in projects and tasks.
- Mark the checkboxes for items you want to display. Double-click an item in your calendar to open it.
Firm Calendar
An alternate to the Staff Calendar is the
Firm Calendar
. To open it select View
, then Firm Calendar
. When selecting multiple staff members, all items are displayed on 1 calendar. If you want to display a month at a glance for multiple staff members, we recommend using the Firm Calendar. Use the same steps as for the Staff Calendar
, skipping step 4.Client Calendar
The
Client Calendar
works in the same manner as the Staff and Firm Calendars. However, this view will automatically filter items for the selected client only. Outlook items aren't available in the Client Calendar.To begin, select a client in the dropdown list.
- SelectToday,Day,Work Week,Month, orTimelinefrom the toolbar for the calendar view.
- Select a day on the calendar. TheWork WeekandWeekwill display the week including the day selected.
- Select eitherTargetsorScheduledin the Dates section to see scheduled items or items with target dates fromProject Management.
- Mark the checkboxes for the items to display.
- Items will generally appear on theTarget Startdate. They will display on the current date if theTarget Startdate is in the past.
- Double-click an item in your calendar item to open it.
