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Introduction to Calendar Module

The Calendar Module is a key area for you to view your own month, week or daily Activities. You can add your Holiday and share your calendar with your colleagues to!

To view the Calendar Module select the Calendar icon from the BuddyBar.

This will then show you the months view of Activities as a default you can change the view if required.

Any Activities shown in purple have yet to be completed, any that show in grey have been completed. There may be other Activities with Set Objectives which will be in another colour depending on what is set by the business.

The view can also be changed by selecting Month, Week or Daily view.

Should you wish to view a list of your current activities, simply click on Live Activities.

You can also change the view and look at the Live Activities within the Calendar. Simply click on the Live Activities tab at the top of the page.

You can even view your Completed Activities by simply changing the Filter at the top right hand side of the page.

You can also Share your Calendar with your colleagues.  To do this click on Share, you will then see the below pop up.

 

Click and drag the name of your colleague you require to Share your Calendar with. You will then see what you can share with them. Simply tick the boxes to share what you need to see, the box will go green once selected.

If you require any further assistance, please do not hesitate the BuddyCRM Support team. Details on how to do so are in our ‘Still Need Assistance’ area.

Updated on July 29, 2019

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