Using the calendar
- Select a calendar view
Various calendar views can be appropriate depending on the task in hand.
- Click on the general
Info Centre to open the calendar. The date defaults to the current date.
- If the calendar is already open, the previously selected date and view will be offered. Click on
Info Center >
Info Centre to open a new calendar window.
- Just below the date picker, select the Date range you want to see:
- one to seven days
- the days of the week you want.
Example: the next three weekends or one workweek
- Select your preferred View in the toolbar:
- The
Calendar view shows one day per column, like a common desk calendar, with 30-minute intervals. Full-day entries appear at the top of the column. The different data sources are grouped and shown side by side.
- In the
Timeline with headers view, both days and times are arranged horizontally. The different data sources appear grouped and below each other. Each data source is given in a header serving as seperator.
- In the
Timeline with line labels view, both days and times are arranged horizontally. The different data sources appear grouped and below each other. Each data source appears in the first column.
- The
Tile view displays data sources in individual block, within which the entries are sorted chronologically. There are further
Settings available for the tile view (width and height of the tiles, formatting of the text if not preset by an individual list).
- In the
List view, entries are sorted chronologically, with all-day entries at the very top. There is no grouping by data source.
- In the
Table view, all entries are sorted per data source, with one column per day. Start and end times are shown within the entries themselves.
- The
Month view shows all entries for a calendar month in seven columns. For each day, all selected data sources are listed in chronological order. The exact times and the type of data source is given in the individual entries.
- The
- Click on the general
- Select your data sources
Improve legibility by showing only the information you actually need in your calender.
- Click on
Data sources in the toolbar to open the picklist.
- Move the order of the data sources by holding down the left mouse button (drag-and-drop).
- Select one data source by left-clicking (hold down the Ctrl key for multi-select) and click on
Apply.
Example: Show only events and shifts - Click on each data source to set further options such as:
Filter
Hide if empty
Standard list or
Custom list.
- Click on
- Filter your data
Click on the individual data sources in the toolbar for further options (filtering, hiding or switching to special lists).
- To filter further, click on the data source and select
Filter. From the drop-down menu, select e.g. the status, user or room.
Example: Display the shifts of one member of staff, the tasks assigned to one user group or events with a specific status. - To switch back to the normal view, click on the data source and select the
Standard list from the drop-down menu.
- Click on
Own data to show only your own data.
- In the search field, enter text (fragments) you want to find. All records containing this text are shown as before, while the other records are greyed out.
- To filter further, click on the data source and select
- Show more details
Each calendar entry consists of a subject line and details. Which information exactly is shown in the subject and details is determined by the standard list set-up.
- By default, only the heading of a calendar entry is shown in the calendar. Further details appear in the detail window in the sidebar when a calendar entry is selected or on mousehover.
- To show the details directly in the calendar, activate
Show details in the horizontal toolbar.
- Save your settings
Certain information is needed again and again, even if other calendar views may become useful in the meantime. Save various Views for easy retrieval later on.
- Set your
Data sources,
Filters and Views as required.
- Click on Views
and select
Save to save your current settings either under a new (
New) or existing name.
- Specify whether this new view is a personal
User view or a
Group view also available to others.
- Enter a name for the new view. As soon as you have confirmed the name, the new view will be available for selection in the drop-down menu under Views.
- Click on the dropdown triangle of the window title and select
Auto-start to open the new view automatically immediately on starting the application.
- Set your
- Create additional tabs in the Info Center
The calendar is the first and only tab of the
Info Centre which cannot be deleted. However, any number of other tabs with different dates and in different formats can be added.
- Go to the
More... tab next to the
Calendar tab on the right-hand side. A list will open with all other available tabs.
- Click on
Add and select first the type of data source you want to add, then the specific record, link or list. The choice is large and company-specific.
- To delete a tab, select the desired tab in the list and click on
Remove.
- Go to the