Manage Your Target Calendar
Now you've got leads and jobs up and running with assigned workflows and set your target dates, you can view your target calendar, which will automatically populate with tasks from your leads, jobs, and projects.
In this article:
Understanding Your Target Calendar
Updating a Task Start & Finish Date or Time
Split Segments in the Target Calendar
Set Up or Change Target Calendar Colours - Operation Colours
Changing the End Time for a Task
Note: Only users with View target calendar enabled in their role permissions can access the target calendar. Learn more
Tip: Have your target calendar up on a 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, it 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.
- Click Today to return to the current day, week or month.
- Use the search bar to find a task.
- Use the filter icon to show/hide certain calendar entries.
- Use the refresh button to update your calendar.
Target Calendar Permissions (updated 8.7.24)
The tasks that a staff member can see inside their target calendar are dependent on what permissions that staff member has been given. This is regardless of whether they are an office user or a kiosk user.
(Administrators do not require any additional permissions.)
Any user needing access to the target calendar must have View target calendar enabled.
If the user needs to make changes to scheduled tasks, they must have Edit target calendar enabled.
Users can also have any combination of the following permissions:
- View leads - allows the user to see tasks for leads which they are a member of.
- View other staff members' leads - allows the user to see tasks for all leads - requires View leads.
- View projects - allows the user to see tasks for projects which they are a member of.
- View other staff members' projects - allows the user to see tasks for all projects - requires View projects.
- View jobs - allows the user to see tasks for jobs which they are a member of.
- View other staff members' jobs - allows the user to see tasks for all jobs - requires View jobs.
These permissions will then determine how much information each staff member can see in their target calendar, depending on what role they have been assigned.
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.
You can also create Presets to remember combinations of filters for future searches.
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.
Split Segments in the Target Calendar
By default, target calendar entries will appear as single blocks of time on a given day. However, you can split an entry into two or more blocks, so that the total task time can be spread out over multiple days!
Simply right-click on a target calendar entry and click Split, then click-and-drag your entries as desired.
Your split entries will not exceed the total estimated task time, so if you extend the time on one segment, the other(s) will be reduced accordingly.
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.
Read More: How to Use Filter Presets in Your Target Calendar