Every follow-up, call, visit, meeting, task and project task on one calendar, with money and tax dates, a briefing before meetings, and Google Calendar or Outlook kept in step.
In this section
1
The calendar: everything you owe, in one place
What the calendar shows, where to find it, its five views, the layers, and who sees what.
2
Making and moving things
Make a meeting, call, visit, follow-up, task, project task or blocked time from an empty slot, and drag…
3
Meetings, the briefing before and How did it go? after
One kind of meeting, online or in person, customers invited by email, a briefing fifteen minutes before, and…
4
Money and tax dates
Invoices due, bills to pay, cheques, promised payments, renewals, and the GST, TDS, PF and ESI dates with…
5
The team view
Everybody side by side, how full each day is, colleagues' busy time, and work handed over by dragging.
6
Google Calendar, Outlook and other calendar apps
Connect your own Google Calendar or Outlook, both ways; a delete there only removes it there; busy time;…
7
Calendar settings and holidays
The working week and hours, the length of a new meeting, which tax dates show and how GST…
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