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]] | |||
== | == 2. Input Details == | ||
* Provide a ''description'', outlining the tasks or work to be performed.[[File:Step 2 - Set Appointment.png|none|thumb|500x500px]] | |||
* 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]] | |||
* Associate the appointment with a relevant matter.[[File:Step 5 - Set Appointment.png|none|thumb|500x500px]] | |||
* Add a member or contact to the appointment.[[File:Step 6 - Set Appointment.png|none|thumb|500x500px]] | |||
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.
2. Input Details
- Provide a description, outlining the tasks or 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.
- Associate the appointment with a relevant matter.
- Add a member or contact to the appointment.
Once all necessary information has been added, select "Save & Close" to finalise the appointment.