Topics
Calendar
Appointments and team calendar.
9 articles
Understand
1 articles
For users
4 articles
- Alarms & reminders How-to Create appointment alarms and general alarms: relative and fixed times, the six delivery methods (Popup, Notification, Internal message, SMS, Email, Via report) and the Active toggle.
- Create a Teams meeting How-to Turn a teamspace appointment into a Microsoft Teams meeting: set the online meeting to Teams, send invitations and the link automatically, join from the calendar – and how other tools such as Zoom are added.
- Create an appointment How-to Create an appointment in the calendar, on a CRM contact, in a project or on a ticket: mandatory fields, availability, internal and external participants, save options, recurring appointments and appointment polls.
- View & filter appointments How-to Video My appointments and Overview, the four views (Week, Month, Standard, Appointment requests), the 'Settings and filters' menu and saving a colleague's calendar as a bookmark.
For advanced users
2 articles
- Edit an appointment – the detail manager How-to The six tabs of the appointment detail manager: maintain properties, check participants via the availability timeline, set permissions, define series and move, copy or delete appointments.
- Sync with Outlook & mobile How-to Video Sync appointments and addresses through personal sync profiles with Outlook (teamSync for Outlook) and mobile (CalDAV) – including the permission, device passwords and the typical pitfalls with duplicate appointments.