Workflow Calendar

Workflow Calendar

Instead of using any Calendar software, Traction offers you the ability to view a LIVE Calendar. You can find the calendar in the Workflow tab or in the Sales Director Board.

WHERE TO FIND THE CALENDAR
You have the general calendar or next to the desired workflow, you have an icon. Click on it and it will take you to the calendar page.







Several colors are displayed in the calendar. To know the colors of your Workflow, you can consult your User Guide.




DISPLAY
You can display by month, by week, by day.



In addition, you can check one or more calendars. By default, it is always the end date = delivery.




SEARCH
If you are looking for a particular client, enter their contact information in this cell:



If you are looking for a specific employee, enter their contact information in this box:



By placing your cursor on the colored line, the card will display in large format in the upper right corner. Double click to access the customer card.




If you see a beige cell, it's because it's today!




ADD NOTES
If you have important mentions, absences, etc., you can add comments in the views ''grid week / day''. Only the role WORKFLOW - WRITING can do this.












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