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: : Agenda
Akuiteo agenda enables you to schedule your tasks or appointments and transform them into Akuiteo events as well as allocating employee to these tasks.
- Go to Bookmarks > Agenda.
- Click on one of the
icons to display the view per day, week, working week, couple of weeks or month.
- Zoom in or out with the
cursor if needed.
- Add an appointment in the agenda:
- If you are viewing the agenda per day or week, double click on the day that you want.
- If you are using the monthly view, right click on the day that you want.
- Enter a category (e.g. meeting), object, date and hour.
- If necessary, enter the reminder hour and a note regarding the appointment.
- If an employee is linked to this event, select him in the Linked third party section by clicking on
on the right-hand side of the screen and validate. The appointment is added into the agenda.
- Add a task by clicking on the + green button in the lower part of the screen and follow the procedure to add an appointment.
- In monthly view, make a right click on the event to open the Event record sheet and its detail.
- Synchronize tasks and events with your Outlook or GMAIL application from the Edit menu or right click on your event.
Note: You can view an employee's agenda by clicking on Edit > Change employee.
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