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13 May 2021, 07:25
Share the schedule with your staff and other employees
9 July 2019, 07:21
Advanced Event and Resource Filtering

8 April 2014, 07:57
Query is too complex = onprem version

14 February 2025, 21:19
Changing or reducing the account licenses

16 February 2024, 10:16
Isolated workspaces and work areas (beta)

4 January 2022, 07:41
Changing the font and text sizes shown in the browser

17 February 2022, 12:52
VAT (UK value added tax) and sales Tax

23 June 2020, 11:49
Automation rules - Triggers, Conditions, and Actions

7 July 2015, 12:28
Quiet Time settings - Onprem version

9 September 2014, 12:14
Do you offer cash or credit refunds?

9 September 2014, 12:14
Yes. Within your first month of a new account you can get a full refund. Just contact us with your account number so we can close your account and refund your payment. Part refunds for unused credit after your first month is not able to be refunded.

2 August 2023, 15:09
Create events that do not need or have a specific date assigned. Use them for notes, a store of prepaid client visits, potential bookings, or finalized events that are scheduled only when needed. No date events have a duration but no start date/time and can be seen and edited from the Undated page, Timeline Watchlist, or at the top of the List View. At any time an undated event can be changed to an event with a date and added to the schedule.






Show all events with no date using the Undated option on the toolbar.




When in the Timeline view, turn on the Watchlist from the View menu then select the filter 'Events with No Date', to see all no date events in a list on the right.




Or from the View menu choose List View where all events with no date can be shown.




[undated,no date]

4 December 2016, 20:12


Events with a Start and End Date : Events with a fixed Start Date and End Date only move when you change them.

Events with a Start and Duration : Events with a fixed Start Date and End Date set by a duration only move when you change them.

No Date/Undated : Events with no date are for information that does not have a specific date or time assigned. Use them for notes, a store of prepaid client visits, potential bookings, or finalized events that are scheduled only when needed. These not visible in any time based views but can be seen by choosing 'Undated' on the toolbar, or in the List View and the Watch List. where you can drag into your timeline. You can also filter for No Planned Date events to view them in your List View.

Rolling Tasks with a Due Date : Tasks with a Due Date. Once they pass their due date they are automatically moved/rollover to the next day if not complete.


To quickly add a new Event or Task, click any empty space in your schedule and choose to add an Event or a Task. When you have the Event/Task window open you can also change from an Event to Task or a No date booking using the drop down menu next to the date.


How to add a new Task with a Due Date?

Tasks appear just like Events, slotted in at the date and time you set them for. But unlike Events, a Task won't disappear when the day is over. Tasks have a due date, and incomplete tasks are automatically carried over to the next day until you mark them as complete. For example, if you create a task to call a client or submit a report, you'll see the task each day, in your today, until it's completed, delete it, or you move it to a future date.

To add a Task, click any day in your schedule just as you would to add an event, but choose the add a Task option.

How do I recognise Tasks from regular Events?

Tasks show with other Events in your schedule. You can identify them with the small task/todo icon.




How do I dismiss Tasks?

You just set the percent completed value to 100%.

What will happen if I don’t mark the Task as done?

If a Task isn't completed by its due date, it will be moved in your schedule to the next day.


#todo , to-do , task , list




2 August 2023, 15:08
Viewing and editing no date/undated events

22 August 2019, 16:25
Click the first event you want to edit, to add more to your selection choose Select multiple events... a menu of preset event selections can be chosen or skipped. You can also now click other events to add or remove them from your selection. You can also use the CTRL key whilst clicking events to select multiple events manually. Using the List View you can use the checkboxes on the left to select multiple events to edit at once. For events added using the repeat function, you can open any of them and click the Flow tab to batch select and edit all of them.

Clicking an event to start the batch selection:


Using the List View check boxes to batch select:



Once your selection is complete you can choose Edit, Delete, or many other actions from the batch selection bar, or use drag and drop to move all the selected events.


[batch, multiple, at once, together]



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