Feature introduction
Manage form data in the form of a visual calendar. You can easily view and coordinate the time distribution and prioritization of each project in the calendar view to improve team collaboration efficiency.
It also supports one-click creation in the calendar view, flexible adjustment of schedule time, events, etc., such as sales follow-up, production planning, meeting scheduling, etc.
Typical scenario
Depending on the time field of the form, you can generate different calendars. We support both single-group and multi-group time periods, which we can understand as calendars. A specific piece of data can be understood as an agenda.
Scenarios in a single time period
For example, for customer visits, sales can use the calendar to quickly see the customers who need to be followed up for the day or this week, and prepare in advance.
Multiple groups of time period scenarios
For example, in case management, lawyers can view the calendar to plan, track and coordinate with clients and cases, ensure that multiple concurrent cases are carried out in an orderly manner, and better manage the progress and time of case processing.
Highlight features
1. Visualize the calendar view
You can switch between the calendar view to view the schedule of a specified day, week, and month, manage and coordinate the schedule in a timely manner, and improve time utilization.
2. Multi-terminal cloud synchronization
The calendar view allows computers and mobile phones to view, manage, and coordinate daily schedules at any time, so that you can manage to-do things anytime, anywhere.
3. Add calendars in one click
Click the specified time in the calendar to quickly create an event and automatically synchronize the schedule schedule, which is very easy to use.
4. Quickly locate the schedule
When users manage multiple schedules, they can quickly find the event by simply searching and entering keywords.
5. Automatic scheduling and sorting
Automatically classify and organize unscheduled calendars, distinguish them from scheduled schedules, and save manual search and sorting time.
6. Schedule color priority
You can set different priority colors for multiple schedules to make it easier to distinguish and prioritize tasks. It also supports a high degree of customization to set the schedule color, which is very flexible.
7. Customize the all-day calendar
You can quickly see single or multiple tasks to work on throughout the day in the calendar.
8. Calendar refinement permissions
You can flexibly control the permissions to view, edit, and modify the calendar view according to different roles to ensure data security.
9. Real-time weather forecast
In the day-calendar view, you can check the weather conditions for a specific day, such as preparing for a sales trip in advance to avoid being late and affecting your business.
Configure the path
1. Create a calendar view
Click "New View" → "Calendar View" as shown below.
Set the view name, related time, and title, and click OK to complete the creation.
2. Configure the calendar view
Click on the three dots next to the calendar view → "Settings" to configure it according to your actual needs.
Apply the template
The above work calendar template has been prepared for you, click here to get the first update of V4.10.2 bi-weekly to start your journey of efficient time management.