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 place tasks in 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 in

Add by drag&drop

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

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

  • The task will be saved there on your calendar view

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Add by selecting

  • Go to the day and time slot you wish to plan a task for

  • Right-click and select the popup + Add Event

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  • On the next popup you can adjust time and date if needed and then search for the name of the task wanted by starting to type in Task name box (options of existing matching task names will start appearing below for you to click on when the correct one is identified).

  • 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 time planned for a task or extend the time.

  • Locate the task you want to reschedule in your calendar view

Modify by drag&drop

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

  • You can also just extend or shorten the time slot allocated to the task by clicking the two small horizontal lined at the base of the task box and dragging down or up (extending or shrinking the total time slot)

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

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Modify by editing

  • Right-click on the task and select Edit event

  • On the popup, modify the start/end time and date as freely as you want

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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 task list on the left indicates the task effort : Actual / Planned hrs

  • If effort is not specified in the actual task card it will appear as : 0 / 0 hrs

  • When you schedule a task (move it into the calendar), the time slot you allocated to the task will be added to the actual hours

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

  • When hours scheduled equals or passes planned hours, the task will disappear from the left menu

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How to remove a task from the calendar view

Learn how to remove a task you have scheduled into the calendar

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

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

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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 in

  • 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 also appear in your Task App automatically

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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 upper right of the task slot

  • A tick will appear in the box and the task will become striped over to show it has been completed.

  • To mark again as incomplete just repeat the same actions and 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

Learn how to snap to the task card of the task you are scheduling to view 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 and Edit event

  • Click on the eye icon

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