Calendar with assignees

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Question

How can I create a calendar with separate rows for each installer so I can drag and drop activities to even out the work load?

Answer

  1. Go to the Calendar on the top menu and choose View Calendar.
  2. Click on the Options... button. The first section is for Activity Types. You can pick Install from the drop-down list. If you wanted more than one kind of activity, click the Select... button, and pick multiple activities by clicking the check-boxes.
  3. The second section is for Assigned To. Click the Select... button, and pick multiple assignees by clicking the check-boxes. Be sure to include (Unassigned) too.
  4. Select the Number of Days you want to see at one time
  5. You will want to experiment wiht the Display Type that works best for you but select something with Assignee in the name such as Assignee by Day.
  6. Click Ok to view the Calendar. If you are satisified with the results, click on Save View... to save your changes. Otherwise, click on the Options... button and modify the view.

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