BizCortex documentation

Calendar: views and content

Month, week, day and agenda views and what the calendar shows.

Open Workspace, Calendar. The calendar combines your own appointments with dates from other parts of BizCortex. Use Today, Previous and Next to move in time, and switch between Month, Week, Day and Agenda. The Agenda lists the next 30 days.

Calendar: views and content
Screenshot of this screen

Who can use this

  • Owner, Admin: every appointment and every team calendar
  • Accountant, Sales, Purchasing, HR manager, Employee: own appointments and invitations
  • Viewer: read only

Steps

  1. 1. Create by dragging

    In the week or day view, drag over an empty time slot to create an appointment for that time.

  2. 2. Move or resize

    Drag an appointment to move it, or drag its bottom edge to change the end. This only works for appointments you may edit.

  3. 3. Open an appointment

    Click it to see details, your answer, the "Join meeting" link and the actions.

Fields and options

Appointments

Your own appointments and the ones you are invited to.

Tasks

Due dates of your workspace tasks. A task with a time is shown as a 30 minute event, otherwise as an all day event.

Public holidays

The public holidays of your federal state (taken from your employee record), plus company holidays. Without an employee record you see the nationwide holidays.

Absences

Your own approved leave.

Team absences

Only in the team calendar: approved leave of department colleagues, shown as "Abwesend: Name". The type of leave is never shown.

Other sources

Depending on the modules you use: Time entries, Due tasks, Milestones, Shifts and Deadlines (tax and filings).

Synced appointments

Appointments synced from Outlook show "Synced from Outlook and read only here. Edit it in Outlook."

Tips

  • The home widget "Upcoming appointments" shows the next 7 days. Click "Open calendar" to jump here.

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