The Calendar
The Calendar provides a customisable overview of what's going on. You can specify what to see by filtering the content. By saving Calendar filters, you can build alternative views to meet different needs in your working day. There are three types of content that can be displayed:
- Events
- This can be anything from a meeting to a holiday. Select "New event" to add one and specify its name, description, time and duration.
- The examples in dark blue below are events.
- Project deadlines
- Typically, these would be projects you are involved in.
- The examples in dark green below are project deadlines.
- Clicking on an item will take you to the project information page.
- Job delivery dates. These can be:
- Jobs assigned to you.
- Jobs matching the job filter.
- The examples in light blue below are job delivery dates.
- Clicking on an item will show a list of matching jobs for that specific time.
Customising your calendar view
When the Calendar filters are combined with Project filters and Job filters, they become an even more powerful tool. Some examples:
- Your basic todo list:
- By selecting "My projects" under Project deadlines and "My jobs" under Job deadlines, you can easily keep track of everything with your name on it.
- Projects based on a filter
- Under Project deadlines, you can select "Project filter" to quickly filter out a range of projects, based on any relevant data using a previously stored filter.
- Specific kinds of jobs
- If you select "Based on job filter" under Job deadlines, you can filter out jobs that meet certain criteria.
- You might, for example, only want to see what's going on with a certain type of job (like "Template creation"), or within a group of target languages.
- By combining a project filter (limiting which projects to view) with a joblist filter, you can create tailor-made views that meets your exact requirements.
- These views can be stored so that they are always conveniently available:
- Select "Save filter" to store your current settings as a named preset.
- Select "Load filter" to toggle between saved filters.
In the view below, a project manager has chosen to have a look at all current Proofing jobs within a certain set of target languages. This setting has also been stored as a preset named "Scandi proofing jobs".
