Scheduling Menu

Section Objectives

•Introduction to and use of Time Management icons

•Schedule Appointments, Meetings, Tasks and Phone Calls

•Completion and Followup of scheduled events

•Work with other Users' calendars and inboxes

•Synchronize with Outlook Calendars

Deskflow has an integrated Time Management system that tracks appointments, meeting requests, events, tasks and phone calls.

This Time Management system links to People, Projects, Users, Events, Opportunities and Job Orders.

Deskflow uses UTC time (the successor to GMT) to keep track of User appointments in different time zones,

Deskflow User Calendars and Task lists are provided in daily, weekly, monthly and yearly formats, with many optional reports.

Individual User Appointment calendars are bilaterally synchronized with Outlook calendars.

As a system-wide option, Deskflow Tasks can be synchronized with Outlook Tasks (Deskflow versions released after August 2010)

Tasks and Phone synchronize with Outlook tasks in versions of Deskflow released after August 2010.

Deskflow Meeting Invitations are not sent by email as in Outlook. They are sent to the Invitee's Deskflow Diary and when the Invitee accepts the invitation, an Appointment record is created.

Features of the Deskflow Appointments Calendar are:

•Display My Appointments for a Day, Week, Work Week, Month, Time Grid, Year, with last-used settings as default.

•Display User's Appointments for Users on your permissions list. Day, Week, Work Week, Month, Year.

•Display group Appointments of selected Users' Appointments. Day, Week, Work Week, Month, Year.

•Show/Hide Date Navigator. Date Navigator shows none to maximum of 15 months.

•Show/Hide Tasks.

•Display multiple People associated with an Appointment.

•Display multiple participants (Deskflow Users) associated with an Appointment.

•Actions for Person related to an Appointment: zoom to Person's profile, zoom to Person's company profile, create MCR record, create Activity History record, unlink Person from Appointment.

•Reduce/Increase width of Appointments window (left part of window).

•Select Appointment display interval: 60 minutes, 30 minutes, 15 minutes, 10 minutes, 5 minutes.

•Show More/Fewer resources in Appointments window.

•Show off-screen Appointments above/below visible range.

•Edit Appointment (Task) data.

•Complete Appointment (Task): Complete for Me or Complete for All participants.

•Schedule New Appointment or New Meeting.

•Show Invitations for Meetings.

•Flash Show Meeting Invitations icon when new meeting request arrives.

•Copy from Outlook: copies my Outlook Appointments into Deskflow.

•Print Calendar report selected from list.

•Multi-Select which days to display Appointments for.

Features of the Deskflow Tasks Calendar are:

•Display My Tasks for Today or setup a custom filter for a date range.

•Display User's Tasks for Users on your permissions list. Day, Week, Work Week, Month, Year.

•Display group Tasks of selected Users' on your permissions list: Day, Week, Work Week, Month, Year.

•Show/Hide Date Navigator. Date Navigator shows none to maximum of 15 months.

•Show/Hide Tasks.

•Display multiple People associated with a Task.

•Display multiple participants (Deskflow Users) associated with a Task.

•Actions for Person related to a Task: zoom to Person's profile, zoom to Person's company profile, create MCR record, create Activity History record, unlink Person from Task.

•Reduce/Increase width of Task window (right part of window).

•Edit Task data.

•Complete Task: Complete for me or Complete for All participants.

•Schedule New Task or New Phone Call.

•Print Calendar report selected from list.

•Multi-Select which days to display Tasks for.

•Copy Deskflow Task to Outlook

•Copy Outlook Tasks to Deskflow