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Calendar

Calendar's interface and overview

Boom Support avatar
Written by Boom Support
Updated over a year ago

The Calendar is the central location for all created tasks. In this section, you can search for tasks, assign them to employees, allocate time, and manage them as needed.

Calendar's interface

Tasks are displayed in various formats, including Calendar, List, and Map views. Each view type allows you to select a display format of month, week, or day.

Calendar's view types

To select a different date, utilize the date picker located on the right side.

Calendar's date picker

At the page's bottom, you will find a summary showing the total number of tasks displayed along with their respective statuses.

Calendar's total tasks by status summary (located at the bottom)


Filters

While managing tasks, you might encounter a large number in the calendar. To streamline your view, employ filters to refine the results based on different criteria, including assignee, catalog item, priority, region, task status, and more.

Calendar's Filters

To view the filters options, click on the filters button.

Ensure to click “Apply” after adjusting any parameters for the changes to be effective.

To keep your filter settings for future reference:

  1. Click the “Save Filters” button located at the bottom left

  2. Assign a name to your filter

  3. Click Save.

Now you can easily select it from the “Saved Filters” dropdown menu at the top next time you need it.

💡 To reset the results and view all tasks, click on the "X" beside the name of the saved filter.


Tasks Allocation (Contractors View)

To plan tasks, allocate time, and designate assignees, the “Contractors View” is useful. This view allows you to drag and drop tasks to specific assignees and time slots.

Calendar's Contractors view

In this layout, each column corresponds to an assignee. If there are no assignees, you'll see a column labeled “Unassigned.” Rows represent different time slots. To schedule a task for a particular time, just drag it to the appropriate slot.

Additionally, you can move tasks between assignees by dragging and dropping them across the columns.

All tasks created will have no time, instead they will have an “All day” time and will be populated on the first raw.

To simultaneously assign several tasks to a contractor, hover over the tasks and mark the relevant ones using the checkbox that appears in the right corner of each task. Selecting tasks this way will bring up a menu at the bottom of the screen.

Calendar's Contractors view - multiple selection

To view your options, click the up arrow in this menu. Then, choose the assignee and press the “Change” button to finalize the assignment.

Calendar's Contractors view - multiple selection options

💡 Tip: Utilize the search filters to narrow down to tasks of interest by choosing the appropriate catalog item, thereby removing tasks that are not relevant.

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