¶ 📅 Calendar Management
Welcome to the Calendar Management module of SysRI CRM. This comprehensive guide will help you navigate and utilize the full potential of our calendar system.
Calendar Overview
¶ 🧭 Quick Navigation
- 📊 Calendar Interface Understanding the layout and features
- 👁️ View Options Different ways to visualize your schedule
- 📆 Date Navigation Moving through different time periods
- ✏️ Task Creation Adding new tasks to your calendar
- 🔔 Task Priority Managing task importance
- 🔍 Filtering and Searching Finding specific events or tasks
- 🔄 Integration Syncing with other modules and external calendars
¶ 📊 Calendar Interface
The Calendar Management dashboard provides a comprehensive view of your tasks and events in a time-based layout.
¶ 🗓️ Key Features
- 📅 Weekly view by default
- 🕒 Hourly breakdown for each day
- 🏷️ Color-coded tasks based on priority
- 📊 Visual representation of task duration
¶ 👁️ View Options
The calendar offers multiple ways to view your schedule:
- 📆 Monthly
- 📅 Weekly (default)
- 📄 Daily
- 🗓️ 2 Weeks
- 📊 3 Weeks
- 🔍 Narrow Weekends
- 🙈 Hide Weekends
¶ 📆 Date Navigation
Easily move through different time periods:
- 🔄 Today: Quick return to the current date
- ◀️ Previous: Move to the previous week
- ▶️ Next: Move to the next week
- 📅 Date Range Display: Shows the current view's date range (e.g., 2025.06.08 ~ 06.14)
¶ ✏️ Task Creation
Add new tasks directly from the calendar interface:
- 🆕 "Create Task" button for quick task addition
- 📝 Drag-and-drop functionality for visual scheduling (implied)
Calendar Overview
¶ 🔔 Task Priority
Tasks can be assigned different priority levels, visually represented by colors:
- 🟢 Low Priority
- 🔵 Medium Priority
- 🟠 High Priority
- 🔴 Critical
- 🔴 Urgent
¶ 🔍 Filtering and Searching
While not explicitly shown in the image, the calendar likely includes:
- 🔎 Search functionality for finding specific tasks or events
- 🏷️ Filters for viewing tasks by priority, type, or assignee
¶ 🔄 Integration
The calendar integrates with other CRM modules:
- ✅ Tasks module for comprehensive task management
- 👥 CRM module for customer-related events and tasks
Note: This wiki page is regularly updated to reflect the latest features and improvements in the Calendar Management module. For any questions or support, please contact our customer service team.