The Calendar in the admin portal is a versatile tool designed to help users manage their schedules, appointments, and events effectively. With an intuitive interface and powerful features, the Calendar utility provides a comprehensive view of upcoming activities and allows users to streamline their time management.
1. Accessing the Calendar
To access the Calendar utility in the OpenScope ERP SAAS admin portal, follow these steps:
- Open your web browser and enter the URL: https://dev.openscope.in/admin/utilities/calendar
- Log in to your admin account using your credentials.
- Once logged in, you will be directed to the Calendar utility automatically.
2. Overview of the Calendar Interface
The Calendar interface provides a visual representation of dates, events, and appointments, allowing users to manage their schedules effectively. Here are some key components of the Calendar interface:
Calendar Views: Users can switch between different views such as day, week, month, or agenda to adjust the level of detail and display format.
Navigation Controls: Navigate through different time periods using navigation controls like previous/next buttons or date selectors.
Event Display: Events and appointments are displayed on the calendar grid, color-coded for easy identification. Users can click on events to view or modify details.
Drag-and-Drop: Users can drag and drop events to reschedule or change their duration effortlessly.
Event Creation: Easily create new events or appointments by clicking on the desired time slot and providing relevant details.
3. Managing Events and Appointments
The Calendar utility offers a range of features to manage events and appointments efficiently. Here are some common actions you can perform:
Create New Events: Click on an available time slot and provide event details such as title, location, start/end time, and additional notes.
Edit Events: Click on an existing event to modify its details, such as changing the title, adjusting the timing, or adding/removing participants.
Delete Events: Remove unwanted events from the calendar by selecting the event and choosing the delete option.
Set Reminders: Configure reminders for events to receive notifications before their scheduled start time.
Recurring Events: Create recurring events or appointments that repeat on a regular basis, such as weekly meetings or monthly check-ins.
4. Collaboration and Sharing
The Calendar utility supports collaboration and sharing features, allowing users to coordinate and share their schedules with others. Here are some collaboration options available:
Share Calendars: Users can share their calendars with colleagues or team members, granting them access to view or edit events.
Calendar Invitations: Send calendar invitations to participants, allowing them to accept or decline event invitations and automatically update their schedules.
Calendar Subscriptions: Subscribe to external calendars, such as public holidays or team calendars, to stay informed about important dates.
5. Integration and Syncing
The Calendar utility may offer integration with other applications or platforms, allowing users to sync their schedules and streamline their workflow. Here are some integration capabilities:
Sync with Email: Integrate the Calendar with your email client to automatically import and synchronize events from your email calendar.
Integration with CRM or Project Management Systems: Connect the Calendar with other business systems to sync project deadlines, client meetings, or other relevant activities.
6. Calendar Settings
Users can customize their Calendar settings to personalize the display, notifications, and other preferences. Here are some common settings that may be available:
Display Preferences: Adjust the time format, date range, or color scheme to suit individual preferences.
Notifications and Reminders: Configure notification preferences for event reminders, such as email alerts or pop-up notifications.
