Getting started - Personnel Planning

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

• Getting Started
• 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?
• Dealing with "Record in Use" message
• Useful Keys

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Keywords AND Misspellings

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