Event management through the status
Definition
How to activate the status?
Customize your status list
Assign a status to an event
Filter the schedule by status
Access right management
Rename "Task status" and « Unavailability status » with your own words
Definition
For each event of the schedule like a task or an unavailability, you will be able to specify a status.
For example, you will be able to precise:
- if a day off is in the “on request” or “validated” status
- if a meeting is in the « Not started » or « Finished » status for example
A status is represented by a coloured vertical bar to the left of the event rectangle.
The list of the task and unavailability status is entirely customized according to your business.
How to activate the status?
To begin with, activate the option in the menu Tools -> Options -> Event and select what you want to activate :
- Status of a task
- Unavailability status
Customize your status list
You can define two list of distinct status directly from the menu “Data”:
- Status of a task : Customize your status list for the event such as “Tasks"
- Unavailability status : Customize your status list for the events such as “Unavailabilities”
Assign a status to an event
For each event created on the schedule, you can also assign a status to the event.
Then, you will be able to modify it with a simple click on the event
Filter the schedule by status
You can also use the filters “Task status” and “Unavailability status” at the top of your screen to filter the events in the schedule
See the chapter on Scheduling filters.
Access right management
See the chapter on User access management.
Rename "Task status" and « Unavailability status » with your own words
From the menu « Tools » -> "Labels and formats", you have the possibility to rename these labels “Task status” and “Unavailability status” with your own words.
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- Make and have access to your online planning
- Manage employees and facilities
- Schedule events, appointments and leaves
- Import your data into the planning tool.
- Customise information displayed on the task
- Select time scale periods and filter data
- Create users with specific access rights
- Make your daily activities easy-to-schedule thanks to those features
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- Creating events
- Auto-completion/intuitive data entry
- Assigning an event to several resources
- Managing recurring events
- Modifying an event
- Splitting an event
- Breaking down an event into complete days
- Preventing event modification
- Forcing the creation of an event
- Deleting an event
- All-day events or events in hours
- Assign a duration to your events
- Assign an allocation percentage
- Event options
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- Definition
- Activate the contexts
- Customize your context list
- Create contexts on the schedule
- Modify / Cancel / Copy a context
- Creation of events within a context
- Select the information displayed on the schedule
- Filter the schedule by context
- User access management
- Rename "Context" with your own words
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- Why use the “client” function?
- How to activate the "Clients” function in PlanningPME Web Access
- Adding, modifying and deleting clients
- Associating a client with a task/Assigning a client to a task
- Creating, viewing or modifying a client record in the working window
- Client views and filters
- Importing your client database
- Auto-completion: intuitive data entry
- Access rules defined by user
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