Add a schedule item
Use the Scheduling window to add, edit, delete, assign, and schedule items.
note
This window is only available if you're licensed for the Staff Management module.
- To access the Scheduling window, do one of the following:
- For phone messages, meetings, to-do items, projects, and tasks, selectSchedule.
- In the Manage Projects or Manage Staff screen, right-click the schedule item and selectSchedule <schedule item>.
- In the Scheduling window, selectSelect Staffto select staff schedules.
- Use the Calendar Options to select the date and schedule items to display in the staff schedule.
- 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.
- 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).
Related Content
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Schedule items
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