Calendar Actions

The Calendar App allows you to organize your work schedule, and plan what task you will work on when.

How to schedule a task into your calendar

Learn how to schedule tasks into your calendar at the time/date you plan to work on them:

  • First, go to the day/week view you wish to plan a task into

To add by drag&drop:

  • Click on the task you want to plan from your task list on the left

  • Drag the desired task to the right and onto the date and time slot you wish to plan the task for and drop it

  • The task will be saved to your calendar view

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To add by selecting:

  • Right-click the time slot you wish to plan a task for

  • Click on the + Add Event popup

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  • On the following popup you can modify the time and date if needed and then search for the task you want to schedule by entering its name in the Task name box (options of matching task names will start listing below; just click on the correct one when it appears).

  • Click on Save to confirm and save to calendar view.

  • A default time slot of 1 hour will be allocated to the task.

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How to change the date/time of a task already scheduled in your calendar

Learn how to change the date/time a task is planned for or extend/reduce the amount of time allocated to it.

  • First, locate in your calendar view the task you want to reschedule

To modify by drag&drop:

  • Click on the task and drag it to a new time and/or day and drop it

  • You can also extend or reduce the time slot allocated to the task by clicking the two small horizontal lines at the base of the task box and dragging down or up (extending or reducing the time slot allocated)

  • These methods apply only for time changes within the same day (in Day view mode) or time/date changes within the same week (in Week view mode)

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To modify by editing

  • Right-click on the task and select Edit event

  • In the popup, you can modify the start/end time and date the task is planned for as you wish

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How to keep track of planned/actual effort when scheduling tasks

Learn how to plan tasks according to planned effort and track actual effort.

  • The Actual / Planned hrs of effort for each task is posted on your task list on the left

  • If an amount is not specified for effort in the task’s card, it will appear as : 0 / 0 hrs

  • When you schedule a task (save it in your calendar), the time slot you allocated to the task gets added to the actual hours

  • In the task list on the left the actual hours will be updated and the phrase “Remaining time to schedule : X hrs ” will appear; indicating how many hours are left to reach the total planned effort

  • When the hours scheduled for a task equal or exceed the planned hours, the task will disappear from the left menu (as no more planned hours are left to plan)

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How to remove a task from your calendar view

Learn how to remove a task you have scheduled into your calendar.

  • Right-click on the task in the calendar and select Delete

  • The task will only be deleted from your calendar, not from the left menu or from your actual task list.

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How to create a task from the Calender app

Learn how to create a task to schedule without having to switch back to another app.

  • Right click on the calendar view, on any date and time slot, and select the popup + Add Event

  • On the next popup select the start/end time and date you want to schedule the task for

  • Give your new task a name and enter it in the Task name box

  • The system will recognise this is a new task and inform you as much in a popup

  • Click on Create new task to confirm the creation of the new task, which will automatically be added to your Task App as well

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How to complete a task from the Calendar app

Learn how to mark a task as completed without having to switch back to another app.

  • Locate the task you wish to mark as completed on the calendar view

  • Click on the square box icon at the top right corner of the task tab

  • A tick will appear in the box and the task tab will become striped over to indicate it is completed.

  • To mark again as incomplete just repeat the same actions to remove the tick.

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Or,

  • Right-click on the task and select Mark as completed

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How to go to/view a task card from the Calendar app

Learn how to view the task card of the task you are scheduling to check on details or edit the card without switching to another app.

  • Double-click on the task in the left menu or on the calendar view

Or,

  • Right-click on the task in the calendar and select View task

Or,

  • Right-click on the task in the calendar view and Edit event

  • Click on the eye icon

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