The Schedule Workspace
The Schedule Workspace is the CRM’s calendar.
The Monthly Reduced Calendar shows you the days of the month. It indicates today’s date with a blue circle and highlights the days the main calendar is focused on in green.
Schedules allows you to choose the calendars of the team members you want to view. You can use the Edit button to add Users to your list. Use the toggle next to each name to toggle that User’s calendar on or off.
On the Main Calendar you can see all of the items that have been scheduled for the User whose calendar you are looking at.
The Add a Scheduled Item button allows you to create new scheduled items on the calendar.
The Reports button lets you run a variety of reports specific to the schedule workspace.
More Actions lets you do several things, including giving other Users permission to schedule items on your calendar, and change the view between day, workweek, week, and month.
Related Articles
Activities
In Gorilla 5, an Activity is a record of any communication or interaction with a contact or contact group. This includes Schedule Items and Tasks. A Task is an activity that needs to be done but has a due date rather than a specifically assigned date ...Adding and Deleting Tasks
Add You can add a new task in any of the following locations: Home Workspace My Tasks Card→Add Task button Contact Workspace Select Checkboxes→Add→Task Inside a household or contact record→Summary Tab→Activities card→Add button Inside a household or ...Tasks
A task is a type of activity that does not need to occur at a defined time. It has a due date instead of being scheduled. The Tasks workspace enables you to search and filter to display and manage tasks. You can modify a task as required and, when ...Adding Recurring Schedule Items
You can create a recurring series when you want a scheduled item to occur at set intervals over a long period. You can create a recurring series for new schedule items, or add, or delete a recurring series for existing schedule items. Certain ...Security for Schedule Items
You can define view and edit security settings which will impact schedule items in both Gorilla 5 and Microsoft Outlook. By default, schedule items, tasks, and entities data are synchronized between Microsoft Outlook and your Gorilla 5 user account. ...