Events

Comidor Events

Events

700 257 Comidor

Events

 

Comidor provides the ability to create and manage events where users can confirm their participation. Events are a different type of Process and repetitive Events can be automated with the use of Process Templates and Process Scheduling.

By confirming participation in an Event a new Task will be added to the Calendar.

Events are placed in the Calendar in a different colour from the Tasks.

 

events

 

Create a new Event

  1. Go to Modules Menu Icon > Collaboration > Events
  2. Click on the + Icon to create a new Event
  3. Complete the Basic info:

 

events create

 

  • Create a Title which will be recognized by the users participating in the event
  • Select a Business category (this list comes from the Processes categories)
  • Add a Location for your Event
  • Add a small Description
  • When creating the Event, the state of the Event will be as Confirmed by default. Users can change the state manually to Running, Completed etc as the Event progresses
  1. Add Scheduled Start and end dates and times. Click on the Calendar to add the hours
  2. Connect the Event to an Account. Fill out the Functional Group, the Division and the location where the event will take place
  3. Select the desired Save option (refer to Quick Reference Guide)

 

events participants

 

  1. Invite the Participants and send them an email to add event on their Calendar

Edit an Event

  1. Go to Modules Menu Icon > Collaboration > Events
  2. Click on the Event to edit from the Event list

 

events

 

  1. Click on the Pencil Icon on the top left of the event and the form to edit Event opens
  2. Make changes to the fields that were explained in the Create an Event section above. Select the desired Save option (refer to Quick Reference Guide)

 

View and Manage an Event

  1. Go to Modules Menu Icon > Collaboration > Events
  2. From the list of Events click on the Event to view or manage
  3. This will bring up the Summary tab of the Event where you can view the Basic info and Dates. On the right panel all the users that were invited to participate in this Event is displayed. Select to Confirm, set as Maybe, or Decline your participation

 

events

 

  1. On the bottom part of the page users can post Notes inside this Event. Users that have the right to view the Event (the ones who are about to participate) can also read any Notes inside that Topic
    • Add a Comment using a simple or enriched HTML Editor (Open editor)
    • Users can click on Refresh to see new comments; click on Show More or Show Less to expand or reduce the number of comments on view
      • When a new comment is added users will receive notifications in the Notifications Bar about these comments
  2. From the Event-calendar users can monitor all the tasks related to this event. From the top right buttons users can select to view them either by month, week or day

 

event calendar

 

  1. Users can easily create smaller processes for the Event in Subprocess section

 

events - subprocesses

 

Just click on the + Icon button and fill the required fields in the pop-up window that appears.

 

events - subprocesses

 

The sub-process will need a title, start date and end date. The Event the user is in is set as the Parent process by default and automatically links the subprocess to the Parent. The user can set the importance status, relate this sub-process to an Account and attach a file to it

  1. Add Files that relate to this Event
  2. Click on Notifications to see all the Reminder – notifications regarding this specific Event. The notifications will refer to Event completion, Event start, Event delay or time before its start. View the notifications’ date and times sent and whether the Notification has been read and removed. The Notification can also be Deleted
  3. Click on Tags and Links to attach a Tag to this Event or link it with other Comidor entities such as Accounts, Contacts, Projects, Opportunities, Messages, Files etc
  4. Select an option from the Actions Icon on the top left

 

events

 

  • Delete the event. A confirmation pop-up message appears
  • Create a new Link in this Event. Link it with other Comidor entities such as Accounts, Contacts, Projects, Opportunities, Messages, Files etc
  • Create Notifications that will be sent together with a message to all the participants in the Event

Manage multiple Events

  1. Go to Modules Menu Icon > Collaboration > Events
  2. From the list of Events select the Events to manage

events - multiple

 

  1. Choose between different actions
    • Create a new Link in this Event(s). Link it with other Comidor entities such as Accounts, Contacts, Projects, Opportunities, Messages, Files etc
    • Delete the selected event(s). A confirmation pop-up message appears
    • Export the selected Events to.ics. This means that you can sync the events with Microsoft Outlook