|
Is there a
Calendar view in the web portal?
Our web portal offers a fully featured calendar. Choose
the Project on the left panel for which you want to view the calendar.
Click on the Calendar tab at the top. By default, the calendar will show
all the Tasks and Milestones of all the users.
Top
What are the
various options available in the Calendar?
By mousing over a Task on the calendar, you will be able
to see all of the Tasks associated with that day and the owner of that
task.
Top
Click on the All Tasks
hyperlink at the top-right to see the Tasks listed for each day.
Top
Click on the Milestones link at the top-right to see the
Milestones for that particular month.
Top
Mousing over a Milestone flag will give you the name and
owner of that Milestone.
Top
To view the tasks for a specific user, choose the user
from the drop down box.
Top
When mousing over a cell, you will see three icons
appear at the top-left of the cell named TD, MS, ME. Click on the
TD
icon to open the Add Task pop-up box. You can use this to create a new
task.
Top
Similarly, you can create a new Milestone and a new
Meeting using the MS and ME icons, respectively.
Top
Back to
CRM Applications
|