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Viewing tasks using the calendar & agenda views
Viewing tasks using the calendar & agenda views
Updated over 3 months ago

The Calendar & Agenda views provide your on-site staff members/vendors with a streamlined and organized way to manage their tasks. They can easily view and track upcoming tasks, and plan their schedule accordingly.

The Calendar view displays tasks in a monthly format, providing a quick overview of what's coming up. The Agenda view displays tasks in a list format, providing more detailed information such as task description, due date, and status.

You can also customize the view to show specific tasks by selecting filters such as back-to-back tasks, task type, or status.

Calendar

To access the calendar, select "Calendar" from the menu navigation on the right:

Choose the month that you would like to view from the date selector above the calendar.

The calendar shows all tasks, color-coded by type: housekeeping, work order, or inspection. Click on a task to view more details and start working on it.

Agenda

View your tasks in a list format by navigating to "Agenda" from the navigation menu:

Like the calendar, the agenda view has a date selector at the top where you can choose the week you want to view. Your tasks will display in a list view, and you can click on a task to view more details.

Print or download

You can print a screenshot of the calendar or agenda by selecting the 'Print' option at the top of the page. Alternatively, you can download and save an image of the screen to your computer by selecting the 'Download' option.

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