Difference between revisions of "Getting started - Personnel Planning"
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=== Diary Entries === | === Diary Entries === | ||
− | *See [[How do I | + | *See [[How do I create a diary appointment?]] for details on how to create a new diary appointment. |
− | *See [[How do I | + | *See [[How do I share an appointment?]] for details on how to share an appointment. |
− | *To repeat an appointment, see [[How do I | + | *To repeat an appointment, see [[How do I repeat an appointment?]]. |
== See also == | == See also == | ||
* [[How do I Create a New Task in Tasks Outstanding?]] | * [[How do I Create a New Task in Tasks Outstanding?]] | ||
* [[How do I View and Edit Existing Tasks in Personnel Planning?]] | * [[How do I View and Edit Existing Tasks in Personnel Planning?]] | ||
− | * [[How do I | + | * [[How do I create a diary appointment?]] |
− | * [[How do I | + | * [[How do I share an appointment?]] |
− | * [[How do I | + | * [[How do I repeat an appointment?]] |
* [[How do I Record a Contact Against a Customer/Supplier?]] | * [[How do I Record a Contact Against a Customer/Supplier?]] | ||
{{KB_Tags|get, start, getting, started, getting started, personnel, personnel planning, diary, tasks, to-do lists}} | {{KB_Tags|get, start, getting, started, getting started, personnel, personnel planning, diary, tasks, to-do lists}} | ||
{{GStart}}{{KB_PP}} | {{GStart}}{{KB_PP}} |
Revision as of 05:29, 12 April 2019
Contents
Summary
The following article explains how to get started with Personnel Planning.
More Information
Overview
This module allows you to create to-do lists (or "Tasks") for staff, and run an appointments diary on the system as well.
Tasks Outstanding
- See How do I Create a New Task in Tasks Outstanding? for details on how to create a new task.
- For details on how to amend existing tasks, see How do I View and Edit Existing Tasks in Personnel Planning?.
Logging Contacts Against Tasks
- See How do I Record a Contact Against a Customer/Supplier? for details on how to log a contact against the customers task.
Diary Entries
- See How do I create a diary appointment? for details on how to create a new diary appointment.
- See How do I share an appointment? for details on how to share an appointment.
- To repeat an appointment, see How do I repeat an appointment?.
See also
- How do I Create a New Task in Tasks Outstanding?
- How do I View and Edit Existing Tasks in Personnel Planning?
- How do I create a diary appointment?
- How do I share an appointment?
- How do I repeat an appointment?
- How do I Record a Contact Against a Customer/Supplier?