The Planner shows a calendar view of your activities.

The Planner has four views available - day, week, month and year - selected using the side menu.

Events shown in the planner include:

• Activities - meetings, phone calls, reminders entered by you or entered by other users who have included you as a participant. Activities entered in the Company Activities section are also shown.
• Jobs & Quotes
  
  • Jobs - shows open jobs when they are required
  • Quotes - shows open quotes from the date they were entered
    
• Tasks - shows your tasks on the date they are due.
  
• Birthdays - from the Contacts section, you can enter a contact's birthday and it will be shown in the calendar.
  
• Public Holidays - shows any holidays entered in the Company Activities section.

Events are shown colour coded by type. Colours can be set in the Activity Types section. Those events shown with an icon to the right of the event are recurring events.

Clicking on an event will either display a pop-up window with for most events, or for jobs and quotes, it will take you straight to the job/quote.


Adding Activities / Tasks / Timesheet Entries

You can add an Activity or Task in any of the planner views by:

• clicking on the 'New Activity' or 'New Task' button. If a date (and time depending on view) is selected, the date/time will automatically be set for the new activity/task.
• double-clicking on the Planner for activities only. The date/time you click on will be that used for the new activity.

In the Day view, you can also create timesheet entries by clicking on the 'New Timesheet Entry' button.


Navigating

You can navigate through days/weeks/months/years by clicking on the  « ‹ › »  buttons above the Planner. The effect of each button depends on which Planner View you are in.

• Day - from left to right: 7 days before, day before, day after, 7 days after.
  
• Week - from left to right: 4 weeks before, 1 week before, 1 week after, 4 weeks after.
• Month - from left to right: 12 months before, 1 month before, 1 month after, 12 months after.
• Year - from left to right: 1 year before, 1 month before, 1 month after, 1 year after.

Also, the Today button will move the Planner to the current date for all views.