How-To:Appointment: Difference between revisions

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== 1. Getting Started ==
 Open the application, navigate to the ''Collaborate'' section, and select ''Appointment''.
[[File:Step 1 - Set Appointment.png|none|thumb|500x500px]]


== How to set and schedule an Appointment ==
== 2. Input Details ==


# Open the app and go to the “Collaborate” section and click the “Appointment”.
*    Provide a ''description'', outlining the tasks or work to be performed.[[File:Step 2 - Set Appointment.png|none|thumb|500x500px]]
# Add a description, describe the work to be performed.
*    Enter the ''start date and time'', as well as the ''due date and time''. Tick the checkbox if it is an ''All-day event''.[[File:Step 3 - Set Appointment.png|none|thumb|500x500px]]
# Add Start date/time and Due date/time
 
# Tick the box if its an “All day event”
*    Associate the appointment with a relevant matter.[[File:Step 5 - Set Appointment.png|none|thumb|500x500px]]
# Add a Matter
*    Add a member or contact to the appointment.[[File:Step 6 - Set Appointment.png|none|thumb|500x500px]]
# Add a Member/Contact
 
# Save & Close
 
Once all necessary information has been added, select "Save & Close" to finalise the appointment.
[[File:Step 7 - Set Appointment.png|none|thumb|500x500px]]
[[Category:How-To]]
[[Category:How-To]]

Revision as of 07:59, 11 September 2024

1. Getting Started

 Open the application, navigate to the Collaborate section, and select Appointment.

Step 1 - Set Appointment.png

2. Input Details

  •    Provide a description, outlining the tasks or work to be performed.
    Step 2 - Set Appointment.png
  •    Enter the start date and time, as well as the due date and time. Tick the checkbox if it is an All-day event.
    Step 3 - Set Appointment.png
  •    Associate the appointment with a relevant matter.
    Step 5 - Set Appointment.png
  •    Add a member or contact to the appointment.
    Step 6 - Set Appointment.png


Once all necessary information has been added, select "Save & Close" to finalise the appointment.

Step 7 - Set Appointment.png