Events
Use the Events page view your organization's calendar of events using either a calendar view or a list view. Add an event and share it with users, managers, locations, and employees. Edit or delete an event you created. Refer to the following How To's.
Reviewing Events
-
Select Collaboration from the main menu.
-
Select the Events tab.
Events Calendar displays. -
To view the information in a list view, select the List tab.
-
Select Month, Week, or Day.
-
Use the arrow buttons to scroll backwards and forwards.
Example:
Adding an Event
-
Select Collaboration from the main menu.
-
Select the Events tab.
Events Calendar displays. -
Select Add or Events > Add.
Event window displays. Settings tab is active. -
Select Dates and Times for the Event.
-
Select Show on: using the drop-down menu, i.e., All dates, days, calendar days.
-
Type a Title for the Event.
-
Type Notes. They display when a cursor hovers over the Event name on the calendar.
-
Select Save. This places the event on ONLY YOUR calendar.
-
To place the Event on individual employee, manager, folder, or location calendars, select the Shares tab.
Shares window for the Event displays. -
Select By: Folder, Individual, or Location.
Note: If you select a Location, the message is delivered to everyone in that Location. If you select Individuals, you can choose the employees and users to share the event with. -
Select With: Any, Employee, or Manager.
-
Select List.
The window refreshes and displays a list of names depending on whether you selected Individuals or Location. -
Select names to share this event with and select Add.
Names display in Shared window. -
Use the Remove or Remove All buttons to remove selected or all names.
-
Select Save.
The window refreshes and the event is posted in the calendar of those identified in the Shared text box. A Broadcast tab displays. -
To send this Event by email, select the Broadcast tab.
Broadcast window displays. -
Select Broadcast.
An email is sent to everyone listed in the Shared text box and results display.
Note: Users and Employees must have an email address entered in TeamWork 5 or they cannot receive an email that is broadcast. -
Select Save.
-
Select Close.
Example:
Editing an Event
-
Select Collaboration from the main menu.
-
Select the Events tab.
Events Calendar displays. -
To edit the Event, select the Event.
Event window displays. -
Make changes to the Event. Any changes you make to the Event display on the calendars of those identified in the Shared text box.
-
Select Save.
-
If you need to add more Locations or Individuals, select the Shares tab, add the information, and select Save.
-
If you added more Locations and Individuals, select the Broadcast tab and select Broadcast.
-
Select Close.
Deleting an Event
-
Select Collaboration from the main menu.
-
Select the Events tab.
Events Calendar displays. -
To delete the Event, select the Event.
Event window displays and there is a Delete button.
Note: You need to be the Event creator to delete the Event. -
Select Delete.
Window prompts: Delete item? -
Select OK to delete the Event.