How to Use Today’s Agenda
Today’s Agenda is the Scheduler’s counterpart on the Home workspace. It shows you the Open Scheduled Items Due Today. It also shows you all Overdue Schedule Items as well.
By default, Today’s Agenda looks at today. However, you can change the date it is looking at using the arrows to move the date back and/or forth, one day at a time. And you can use the calendar button to reset the date back to today.
You can add a new Schedule Item to the agenda as well.
On the agenda, it shows a collapsed entry for each Scheduled Item for Today or Overdue.
Each collapsed entry shows:
- If it is overdue
- The Description of the Schedule Item
- Who it is for
- The time it is scheduled for. Though, if it is overdue, you must open the activity to see the date it was on.
You can expand each entry to get more details and several additional buttons.
Doing this adds who it is assigned to and whether it is recurring or not. It also adds these buttons:
- Go To Contact takes you to the record of the people it is for.
- Edit opens the schedule item for editing.
- Add Follow-up in the 3-dot menu allows you to create a follow-up Task.
- Mark Complete will change the Schedule Item’s status to completed.
- Delete will remove the schedule item from your system.
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