You can log and manage your events, and link these to Projects and portfolios
- Head to Interactions > Event Calendar
- You can also view the calendar by clicking E-Calendar from the top-menu
- With the calendar view, you will be able to see all events by a month/week/day view
- You can then choose to filter by event type and/or labels
Add an event
- Click onto the day in the calendar you’d like to an event to
- Give your event a title and description
- You can specify the event type and assign labels (to help filter)
- Select the owner (officer in the event), and link a relevant portfolio and project
- Specify the start and end time of the event
- When an event is added it will be viewable in the project calendar using the search bar on the right hand side at the top of the page. Select to view Events, Projects or Events and Projects.
- You can also add an event to a project:
- Go into the Projects screen, click into a project, tick Show Calendar Events and then press +Add Event