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Useful tips for creating a schedule

Part of: Frequently Asked Questions, individual planning, Individual, Calendars

Contents
  1. Suggestions
  2. Recent
  3. Copy from schedule
  4. How can I see if an activity has a repeat pattern set?
  5. Drag activities to trash or another time?

This article explains a number of useful tips.

  • Suggestions
  • Recent
  • Copy from schedule
  • How can I see if an activity has a repeat pattern set?
  • Drag activities to trash or another time?
Do you need more explanation about the basics of creating a schedule? We recommend that you first participate in our no-obligation workshop.

Suggestions

You can now schedule previous activities even faster by searching in the suggestion popup. The suggestion popup appears when you move the mouse over a time slot in the calendar.

New is that you can now search directly in the suggestion popup by typing (part of) a word. The system then immediately shows which activities match the description.

Then you can press “Enter” to immediately add the top suggestion or first move to another suggestion with the arrow keys.

Recent

To get an overview of the most recent activities added to a schedule, and to reuse them (with or without a repeat pattern), use the function: recent

  • To do this, go to the image at the bottom after clicking the plus sign for a specific day:

Copy from schedule

Why would you want to copy from someone else’s schedule or calendar?

  • you have already created a nice and useful step-by-step plan for another client, which you would like to apply to a different client?

  • You have certain activities in a calendar that you want to use in another created calendar?

  • To do this, go to the image at the bottom after clicking the plus sign for a specific day. Then select a schedule or calendar to copy a specific activity:

How can I see if an activity has a repeat pattern set?

It is useful to know how you can see from the schedule whether an activity or a task has a repeat pattern:

Drag activities to trash or another time?

It is possible to click on an activity with your mouse, then hold down the mouse button to:

  1. move it to the trash
  2. reschedule it during the week

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