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Calendar & Scheduling

Assign an event to a person

Calendar & Scheduling

Assign an event to a person

Calendar & Scheduling

Assign an event to a person

Who can do this ?

All users whose organization has access to schedule management can create personal events, all users with either the administrator or service provider role can create events on projects.

Steps

Go to the Projects page by clicking on the ‘Briefcase’ icon in the left menu or by going to the following URL:

Choose a project by clicking on its name to open it

Click on the ‘Calendar’ tab at the top right of the interface

or

Go to the Calendar Page by clicking on the ‘Calendar’ icon in the left menu or by going to the following URL:

or

Click on the ‘Add’ button at the top right to open the event creation window based on the current day

or

Click in the Calendar view on the day from which you want to create the event to open the event creation window

Enter a name, email address or scroll down the list to assign people

Press the Enter keyboard key, if you entered a name manually

Click on the chosen name, if you wish to select a person from the list

View the list of people associated with the event

Click on a person's avatar to remove their association with the event

Information

You can involve people external to your project in your events.

These people will see the events in their Calendar but will not be able to access the project and its details.

By default, assigned people receive a reminder 1 day and one hour before the event.