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Quick Tips

Logging out

The log out button is located in the top left-hand corner of your screen in the navigation sidebar.

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For more info:

See also:

See also:

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Archive / Delete

Deleting anything

Deleting events from your calendar

Deleting triggers

Removing / excluding events

Calendars

Adding an additional calendar to Google

Adding calendars to a case

Adding calendars to a trigger

Adding calendars to an event

Assigning calendars

Sharing a calendar in Google

Sharing a calendar in Outlook

Cases

Adding calendars to a case

Adding calendars to cases, triggers, & events

Adding custom text

Deleting anything

Setting up popup reminders

Viewing all cases

Viewing all events for one case

Create

Calculating dates without creating events

Calculating deadlines

Calendaring a scheduling order

Creating events

Creating reports

Removing / excluding events

Setting up popup reminders

Edit

Adding calendars to cases, triggers, & events

Adding custom text

Attaching a file to an event

Auditing triggers

Changing the date of an event

Changing the date of an event before calculation

Changing the name of a trigger

Changing the name of an event before calculation

Recalculating all events in a trigger

Events

Adding calendars to cases, triggers, & events

Attaching a file to an event

Calculating dates without creating events

Calculating deadlines

Changing the date of an event

Changing the date of an event before calculation

Changing the name of an event before calculation

Creating events

Recalculating all events in a trigger

Searching for events

Setting up popup reminders

Viewing all events for one case

Viewing events for a specific trigger

Google

Adding a category to your Google Calendar

Adding an additional calendar to Google

Archiving cases

Connecting to Google

Finding events on your calendar

Logging in with Google

Searching for events in Google calendar

Sharing a calendar in Google

Outlook

Adding an Outlook category

Adding an additional calendar to Outlook

Archiving cases

Changing the Outlook category

Connecting to Outlook

Finding events on your calendar

Granting IT consent for Outlook

Logging in with Outlook

Searching for events in Outlook calendar

Sharing a calendar in Outlook

Reports

Creating reports

Exporting to CSV

Viewing all events for one case

Search

Finding holidays

Searching for events

Searching for rules

Searching for service types

Searching for triggers

Setup

Adding an additional calendar to Google

Adding an additional calendar to Outlook

Assigning calendars

Changing the default settings

Connecting to Google

Connecting to Outlook

Granting IT consent for Outlook

Removing / excluding events

Subscription

Changing account details

Changing your credit card info

Triggers

Adding calendars to cases, triggers, & events

Adding custom text

Auditing triggers

Calculating deadlines

Calendaring a scheduling order

Changing the name of a trigger

Recalculating all events in a trigger

Searching for triggers

Setting up popup reminders

Viewing all triggers

View

Viewing all cases

Viewing all events for one case

Viewing all triggers

Viewing events for a specific trigger