: :  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.

  1. Go to Bookmarks > Agenda.
  2. Click on one of the icons to display the view per day, week, working week, couple of weeks or month.
  3. Zoom in or out with the cursor if needed.
  4. Add an appointment in the agenda:
  5. Enter a category (e.g. meeting), object, date and hour.
  6. If necessary, enter the reminder hour and a note regarding the appointment.
  7. 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.
  8. Add a task by clicking on the + green button in the lower part of the screen and follow the procedure to add an appointment.
  9. In monthly view, make a right click on the event to open the Event record sheet and its detail.
  10. 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.