Manage Your Target Calendar
Now you've got leads & jobs up and running with assigned workflows and set your target dates, we can look at your Target Calendar! No set up for the Target Calendar is needed, all of your tasks from your leads & jobs automatically populate into the Target Calendar. You can access the Target Calendar from your user menu as shown below.
Tip: have your target calendar up on screen in your factory for all staff to be able to view their scheduled jobs, they can also click into the job to view more information!
Understanding your Target Calendar
When accessing your Target Calendar, this will default to the Month view. Using the filter options above your calendar you can:
- View by Day, Week or Month.
- Use the arrows to go back or forward in the day, week or month.
- Use the 'Today' button to return to the current day, week or month.
- Use the search bar to find a task.
- Use the filter icon to further refine your scheduled tasks.
- Use the refresh button to live update your calendar.
Target Calendar Filters
Using the filter icon you can drill down further on what you want to see on your calendar. Clicking on this will open a pop up, this will automatically generate to 'All' where you can select a staff member.
Change the 'Item' dropdown to either Project, Job or Lead, use the dropdowns to refine your search.
Item: This will allow users to view either a Lead, Job, Project, or All.
Statuses: This option allows users to select a specific status or multiple to further narrow in on the status of where leads, jobs, or projects are currently situated.
Types: Allows users the option to filter by specific leads, job, or project types that they only oversee.
Member: Allows you to select All or filter staff members who have been assigned to the lead, job or project.
Member Type: Allows a users to apply a specific staff role type, for example Sales Person, or Installer. This will then show leads, jobs, or projects under a staff role option, rather than assigned staff member.
Task Operations: Allows users to filter in by an task operation, which will then display only a lead, job or project under the selected task operation. This is a common filter option to view current jobs, filtered by the task operation 'Site Install' which then will only display jobs that have Site Install target dates due.
Task Members: An option for users to to see task on a lead, job, or project that have been assigned to a staff member.
Note: Once the filter options have been selected, click on Save at the bottom, and then the Target Calendar will refresh to apply these filtered results.
Updating a Task Start & Finish Date or Time
By default, all task segments will populate into the Target Calendar at the default start time of 6:00am. At a user level, you have the ability to be able to change the task start or end date/time. There are two ways you can change this.
Option 1: Click on the scheduled task which will then open in a pop-up. Click 'Update' and make your required changes.
Option 2: Drag & Drop. Click and hold your mouse on the task you want to change and drag and drop it to the required day/time you want.
Please note: when you make a change to the initial scheduled target date, either forward or back, all the other tasks scheduled for the same job a will also move along with this task.
Set Up or Change Target Calendar Colours - Operation Colours
Customise and enhance the visibility of your target calendar by changing the colours assigned to your tasks! To access this, go to Settings from your user menu & click on Operations.
- Click into the Operation Type that you want to change the settings for.
- Click the 'Update' button.
- Choose your colour from either the standard set or the advanced colour selector.
- Change your text colour if desired.
- Save your changes!
Tip: for dark operation colours, you will need to update your text colour to a light colour.
Changing the End Time for a Task
Users can use the drag & drop function to extend their task to the end time rather than having to go into the task and enter the end time.
Need more assistance?
Check out our help video below! Please note, we are constantly improving features so some things may have changed!