Using the Schedule Page

The Schedule page allows you to view tasks, create new tasks, and check the PTO (Paid Time Off) status of users who report to you. It provides an easy way to plan and manage work across teams.


1. Viewing Tasks

  • By default, you can view tasks for the current month and the next month.

  • To see tasks for a specific date:

    1. Navigate to the required month in the calendar.

    2. Click on a date to view all tasks scheduled for that day.

2. Creating a New Task

  • Click the Add Task button.

  • A task creation window will appear where you can enter the following details:

    • Task Name

    • Start Date and End Date

    • Hours Assigned

    • Assigned To (select user names)

    • Notes (optional)

  • Once done, click the Add button to create the task.

3. Creating a Task for a Specific Date

  • Click on a date in the calendar.

  • The Add Task button will appear below the calendar.

  • When you click Add Task, the task window will open with the Start Date and End Date prefilled with the selected date.

  • Enter the Task Name, assign users, add notes, and save the task.

4. Managing Teams

  • Use the Teams option to filter the calendar view by team.

  • When a team is selected, you will only see the users within that team for task assignment.