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Calendar & Events

The objective of this article is to guide team members on effectively managing calendars and events within the system, ensuring accurate tracking of tasks, due dates, and event sponsorships.

 

Key Steps

  1. Universal Calendar Overview:
    • Access the universal calendar to view upcoming events and task completion status.
    • Edit events if permissions allow.
    • Utilize the "View More" button to see tasks due on specific dates.
  2. Partnership-Specific Calendar:
    • Navigate to the unique calendar for each partnership.
    • Set due dates for tasks to populate on the calendar.
    • Monitor upcoming events and task due dates for the specific partner.
  3. Tagging Events:
    • Site admin creates events in the settings.
    • Associate sponsorship assets with events by tagging them.
    • Add tasks directly to events by tagging them with specific dates.

Cautionary Notes

  • Ensure permissions are set correctly to edit events and tasks.
  • Double-check the accuracy of event dates and task due dates before tagging them.
  • Avoid overloading the calendar with unnecessary tasks or events.

Tips for Efficiency

  • Regularly update and review calendars to stay organized.
  • Communicate effectively with clients or team members about upcoming events and tasks.
  • Utilize the search function to quickly find and tag events with sponsorship assets.