Managing the Schedule

  • To access the Schedule, navigate to the main lefthand menu and open the module Schedule.
  • To open or edit a project or service event, double-click on the pencil icon to the right of an event. A pop-up will appear where you can make changes to the event or delete it.
  • To open or edit an employee event, double-click on the name of the employee underneath the project or service. A pop-up will appear where you can make changes to the employee's schedule without changing it for anyone else or the broader project.
Note: When deleting an event in the past, a notification will be sent to any employee linked will be sent a notification to approve.