Events Module
This comprehensive manual explains how to manage events within the application, including viewing events on a calendar, and adding new events with detailed information.
Events List Page
The "Events" page displays a calendar view of all your scheduled events. It provides filtering, navigation, and options to add events.
Top Filters and Search:
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Employee dropdown: Filter events by a specific employee.
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Client dropdown: Filter events by a specific client.
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Search bar: Type text into this field to search for events by name, location, or other details.
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Add Event:
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Purpose: To manually create a new event.
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How to Use: Click the green "+ Add Event" button. This will open the "Add Event" form.
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Calendar Grid:
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The main area displays the calendar grid with dates. If events are scheduled, they would appear within the relevant date cells
Add Event Form User Manual
This section explains how to add a new event to the system. This form appears when you click the "+ Add Event" button.
Overview of "Add Event" Form Fields
Fields marked with a red asterisk (*) are mandatory.
Event Details Section:
1. Event Name*
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Purpose: The title or name of the event (e.g., "Team Meeting", "Client Demo", "Holiday Party").
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How to Fill: Type the desired name for the event.
2. Label Color*
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Purpose: To assign a visual color to the event, which helps in distinguishing event types or priorities on the calendar.
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Current Setting (Example):
#FF0000(red hex code) and a red color swatch. -
How to Change: You can directly type a hex color code, or click the colored swatch to open a color picker and select a color visually.
3. Where*
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Purpose: The physical or virtual location of the event (e.g., "Conference Room A", "Zoom Meeting Link", "Office Lobby").
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How to Fill: Type the location details.
4. Description
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Purpose: A detailed explanation or agenda for the event.
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Editor Features: Includes a rich text editor with various formatting options (bold, italic, lists, links, images, etc.).
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How to Fill: Type the detailed description of the event.
Event Timing:
5. Starts On Date*
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Purpose: The date when the event begins.
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Current Setting (Example):
30-06-2025 -
How to Fill: Click the field to open a date picker and select the start date.
6. Starts On Time*
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Purpose: The time when the event begins.
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Current Setting (Example):
03:30 AM -
How to Fill: Click the field to open a time picker and select the start time.
7. Ends On Date*
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Purpose: The date when the event ends. For single-day events, this might be the same as the start date.
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Current Setting (Example):
30-06-2025 -
How to Fill: Click the field to open a date picker and select the end date.
8. Ends On Time*
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Purpose: The time when the event ends.
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Current Setting (Example):
03:30 AM -
How to Fill: Click the field to open a time picker and select the end time.
Event Attendees and Options:
9. Department
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Purpose: To invite or make the event visible to all employees within a specific department.
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How to Select: Click the dropdown and select the department(s).
10. Select Employee*
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Purpose: To invite specific employees to the event. This is a mandatory field for assigning attendees.
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How to Select: Click the dropdown and select the employee(s) you wish to invite.
11. Select Client*
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Purpose: To invite specific clients to the event.
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How to Select: Click the dropdown and select the client(s) you wish to invite.
12. Host
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Purpose: To specify the host or organizer of the event.
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How to Fill: Type the name of the host.
13. Status
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Purpose: The current status of the event (e.g., Pending, Confirmed).
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Current Setting (Example):
Pending -
How to Select: Click the dropdown and choose the appropriate status.
14. Repeat (Checkbox)
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Purpose: If checked, this indicates the event is a recurring one. Checking this would typically reveal additional options to configure the recurrence pattern (e.g., daily, weekly, monthly, end date for recurrence).
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How to Use: Check or uncheck the box.
15. Send Reminder (Checkbox)
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Purpose: If checked, reminders will be sent for this event. Checking this would typically reveal options to set reminder times (e.g., 15 minutes before, 1 hour before).
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How to Use: Check or uncheck the box.
16. Event Link
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Purpose: To provide an external link relevant to the event (e.g., a video conferencing link, an external website with event details).
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Example:
e.g. https://www.example.com -
How to Fill: Type the full URL for the event link.
17. Add File
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Purpose: To attach relevant files to the event (e.g., agenda, presentation slides).
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How to Upload: Click "Choose a file" or drag and drop files into the designated area.
Actions on the "Add Event" Form
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Save: Click the green "Save" button to create the new event.
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Cancel: Click the "Cancel" button to close the form without saving the new event.
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Close (X icon): Click the 'x' icon in the top right corner of the form to close it without saving, similar to the "Cancel" button.