There are many preferences which change what you see in the My Calendar screen. There are also preferences which you can assign to an individual calendar. TO learn more about how to edit an individual calendar see our user guide here: Editing your calendar
| Info |
|---|
You can get to the My Calendar set your preferences by clicking on the Preferences button in to top right hand corner of the My Calendar screen. |
This will open a window with three tabs. Each tab will give you option on different parts of your My Calendar screen.
| Table of Contents |
|---|
1. General Calendar Preferences
Here you can change various aspects about how the My Calendar appears.
Common Preferences
Default view - The Actionstep Calendar can show either a day, week or month at a time. Use this drop down menu to choose the default view for your calendar.
...
Workday start & Workday end - In the main view of your My Calendar view your working day will be highlighted in white. This functions as a guide to help you work out when to place your appointments. By changing the Workday start and end times you can adjust this highlighted area.
Alternate Time Zone
Down the left hand side of your My Calendar View you will have the time of the day. This will be set to the time zone of your login. You can choose to add another set of times based on another time zone. This is particularly useful if you have another office or client based in another time zone.
...
This new time will be displayed in a shortened form. For example: Auckland, New Zealand time zone will appear as NZST; Sydney, Australia will appear as EST; New York, USA will appear as EDT. You can customise this to something easier to understand by typing in the name you would like to give the new time zone by filling in the Custom Label field.
2. Showing Tasks Dates and Times in your Calendar
When you have a task due you can choose to make it appear in your calendar so that you can monitor what you have to do going forward. You can even include other peoples tasks in your calendar view to keep track of work around the office or to be aware of important upcoming tasks that are due. Tasks will either appear as 15 minute blocks when the task time is due or as an all-day event (depending on the preferences you choose, see below).
...
The Tasks tab is broken down into two parts.
Participant Tasks
This is where you select the participants whose tasks you would like to have displayed in you calendar.
...
By clicking the red cross beside a participant you will stop seeing their tasks in your calendar.
Task Filters
This is where you can choose what types of tasks you will see in your My Calendar screen. These options will be applied to all participants that you select in this tab.
...
Please note the the tasks appear are in pink in these examples.
3. Showing Custom Data in Your Calendar
In Actionstep you can set your matters to store all sorts of information, including dates and times. Some of these dates would be important to monitor so you can make sure they appear in your My Calendar screen so you can keep track of them. Like task you can choose to show custom data for open matters that are assigned to yourself or other in your company.
...
The Custom Data tab is broken down into two parts:
Participant Data
There can be a lot of matters open at any one stage and you might not want to know the dates from all of them. In the Participant Data you select to view only custom data that concern certain participants. To give an example, if there are three people in the office who could be assigned matters. Yourself, Sally and Bruce. You will want to see the custom data dates assigned to your tickets as you are responsible for those. Sally is capable and looking after her own work so you do not wish to see custom data associated with her matters. Bruce, however, has just started and you are mentoring him so you want to keep in touch with matters that are assigned to him.
...
By clicking the red cross beside a participant you will stop seeing their tasks in your calendar.
Action or Matter custom data dates
In this part of the Custom Data tab you can choose which custom data to display on your My Calendar view. Some dates will be important and you will want to see in your calendar. Other dates will not be. Using this section you can choose the data that will be displayed.
...